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 | $17,980 | $51,175-64.9% | $70,515-74.5% | $75,163-76.1% |
| Participation rate | 78.9% | 60.9%+18.0pp | 68.3%+10.6pp | 67.2%+11.8pp |
| Annual return | 20.47% | 30.02%-9.6pp | 32.77%-12.3pp | 160.62%-140.1pp |
| Employer contribution / active EE | $1,345 | $1,826-26.4% | $2,973-54.8% | $2,670-49.6% |
| Participant deferral / active EE | $1,589 | $2,849-44.2% | $4,567-65.2% | $4,125-61.5% |
| Admin fee / account holder | $56 | $4,091-98.6% | $6,412-99.1% | $5,651-99.0% |