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 | $29,787 | $99,652-70.1% | $78,778-62.2% | $147,584-79.8% |
| Participation rate | 70.0% | 76.2%-6.2pp | 69.2%+0.8pp | 82.8%-12.8pp |
| Annual return | 16.65% | 47.28%-30.6pp | 35.62%-19.0pp | 578.55%-561.9pp |
| Employer contribution / active EE | $2,189 | $2,796-21.7% | $1,986+10.2% | $4,876-55.1% |
| Participant deferral / active EE | $3,104 | $3,664-15.3% | $2,958+4.9% | $5,439-42.9% |
| Admin fee / account holder | $17 | $7,155-99.8% | $5,134-99.7% | $10,885-99.8% |