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 | $29,175 | $89,355-67.3% | $141,162-79.3% | $72,985-60.0% |
| Participation rate | 75.7% | 75.1%+0.6pp | 82.5%-6.8pp | 69.5%+6.2pp |
| Annual return | 19.11% | 111.85%-92.7pp | 71.39%-52.3pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,265 | $3,114-59.4% | $4,735-73.3% | $2,440-48.1% |
| Participant deferral / active EE | $5,470 | $5,418+1.0% | $6,709-18.5% | $3,607+51.6% |
| Admin fee / account holder | $176 | $5,958-97.0% | $10,261-98.3% | $5,124-96.6% |