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 | $31,117 | $105,859-70.6% | $90,160-65.5% | $147,584-78.9% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.5pp | 82.8%+0.5pp |
| Annual return | 21.33% | 37.63%-16.3pp | 34.88%-13.6pp | 578.55%-557.2pp |
| Employer contribution / active EE | $2,028 | $4,126-50.9% | $3,318-38.9% | $4,876-58.4% |
| Participant deferral / active EE | $7,473 | $5,733+30.3% | $5,288+41.3% | $5,439+37.4% |
| Admin fee / account holder | $41 | $8,046-99.5% | $5,943-99.3% | $10,885-99.6% |