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 | $17,764 | $60,124-70.5% | $90,404-80.4% | $79,858-77.8% |
| Participation rate | 84.1% | 65.0%+19.1pp | 72.7%+11.4pp | 69.6%+14.5pp |
| Annual return | 14.65% | 71.94%-57.3pp | 1293.02%-1278.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,051 | $2,068-49.2% | $3,262-67.8% | $2,471-57.5% |
| Participant deferral / active EE | $1,903 | $2,938-35.2% | $3,963-52.0% | $3,740-49.1% |
| Admin fee / account holder | $20 | $3,976-99.5% | $5,611-99.7% | $5,306-99.6% |