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 | $44,844 | $105,998-57.7% | $92,233-51.4% | $147,584-69.6% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 11.20% | 50.05%-38.8pp | 176.28%-165.1pp | 578.55%-567.3pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,211 | $4,478-6.0% | $3,897+8.1% | $5,439-22.6% |
| Admin fee / account holder | $264 | $6,332-95.8% | $5,194-94.9% | $10,885-97.6% |