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 | $47,567 | $176,377-73.0% | $134,143-64.5% | $158,922-70.1% |
| Participation rate | 83.3% | 78.7%+4.6pp | 72.2%+11.2pp | 82.0%+1.4pp |
| Annual return | 20.13% | 63.63%-43.5pp | 36.33%-16.2pp | 302.83%-282.7pp |
| Employer contribution / active EE | $1,063 | $5,040-78.9% | $3,704-71.3% | $4,761-77.7% |
| Participant deferral / active EE | $958 | $4,091-76.6% | $3,499-72.6% | $5,982-84.0% |
| Admin fee / account holder | $187 | $8,718-97.9% | $6,684-97.2% | $11,246-98.3% |