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 | $30,639 | $152,587-79.9% | $125,175-75.5% | $152,861-80.0% |
| Participation rate | 72.7% | 83.3%-10.6pp | 79.8%-7.1pp | 82.4%-9.7pp |
| Annual return | 27.48% | 54.84%-27.4pp | 43.79%-16.3pp | 345.32%-317.8pp |
| Employer contribution / active EE | $2,235 | $4,946-54.8% | $3,865-42.2% | $4,762-53.1% |
| Participant deferral / active EE | $4,946 | $5,868-15.7% | $4,937+0.2% | $5,850-15.4% |
| Admin fee / account holder | $27 | $13,434-99.8% | $9,702-99.7% | $11,596-99.8% |