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 | $49,200 | $96,484-49.0% | $75,886-35.2% | $152,861-67.8% |
| Participation rate | 95.2% | 76.2%+19.0pp | 69.3%+26.0pp | 82.4%+12.8pp |
| Annual return | 28.34% | 33.98%-5.6pp | 30.76%-2.4pp | 345.32%-317.0pp |
| Employer contribution / active EE | $1,881 | $3,309-43.2% | $2,500-24.8% | $4,762-60.5% |
| Participant deferral / active EE | $5,639 | $4,553+23.9% | $3,603+56.5% | $5,850-3.6% |
| Admin fee / account holder | $5 | $8,078-99.9% | $5,418-99.9% | $11,596-100.0% |