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 | $66,633 | $96,635-31.0% | $86,612-23.1% | $139,434-52.2% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 17.48% | 106.41%-88.9pp | 591.07%-573.6pp | 372.94%-355.5pp |
| Employer contribution / active EE | $2,296 | $3,263-29.6% | $3,022-24.0% | $4,751-51.7% |
| Participant deferral / active EE | $2,858 | $4,836-40.9% | $4,438-35.6% | $6,710-57.4% |
| Admin fee / account holder | $11 | $6,408-99.8% | $5,614-99.8% | $11,403-99.9% |