See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,265 | $115,770-60.9% | $101,248-55.3% | $158,922-71.5% |
| Participation rate | 85.0% | 79.4%+5.6pp | 75.8%+9.2pp | 82.0%+3.0pp |
| Annual return | 15.48% | 56.14%-40.7pp | 46.47%-31.0pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,273 | $4,175-69.5% | $3,660-65.2% | $4,761-73.3% |
| Participant deferral / active EE | $1,930 | $4,957-61.1% | $4,370-55.8% | $5,982-67.7% |
| Admin fee / account holder | $273 | $7,245-96.2% | $5,945-95.4% | $11,246-97.6% |