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 | $35,317 | $99,652-64.6% | $78,778-55.2% | $147,584-76.1% |
| Participation rate | 87.0% | 76.2%+10.7pp | 69.2%+17.8pp | 82.8%+4.1pp |
| Annual return | 21.14% | 47.28%-26.1pp | 35.62%-14.5pp | 578.55%-557.4pp |
| Employer contribution / active EE | $2,460 | $2,796-12.0% | $1,986+23.9% | $4,876-49.6% |
| Participant deferral / active EE | $3,493 | $3,664-4.6% | $2,958+18.1% | $5,439-35.8% |
| Admin fee / account holder | $28 | $7,155-99.6% | $5,134-99.4% | $10,885-99.7% |