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 | $30,631 | $157,256-80.5% | $141,162-78.3% | $152,861-80.0% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.4%+12.6pp |
| Annual return | 19.47% | 64.32%-44.9pp | 71.39%-51.9pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,481 | $5,261-71.8% | $4,735-68.7% | $4,762-68.9% |
| Participant deferral / active EE | $3,799 | $7,109-46.6% | $6,709-43.4% | $5,850-35.1% |
| Admin fee / account holder | $243 | $12,120-98.0% | $10,261-97.6% | $11,596-97.9% |