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 | $37,451 | $99,652-62.4% | $78,778-52.5% | $147,584-74.6% |
| Participation rate | 92.3% | 76.2%+16.1pp | 69.2%+23.1pp | 82.8%+9.5pp |
| Annual return | 19.48% | 47.28%-27.8pp | 35.62%-16.1pp | 578.55%-559.1pp |
| Employer contribution / active EE | $5,307 | $2,796+89.8% | $1,986+167.3% | $4,876+8.8% |
| Participant deferral / active EE | $2,676 | $3,664-26.9% | $2,958-9.5% | $5,439-50.8% |
| Admin fee / account holder | $156 | $7,155-97.8% | $5,134-97.0% | $10,885-98.6% |