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 | $36,386 | $115,770-68.6% | $101,248-64.1% | $158,922-77.1% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 16.24% | 56.14%-39.9pp | 46.47%-30.2pp | 302.83%-286.6pp |
| Employer contribution / active EE | $2,895 | $4,175-30.6% | $3,660-20.9% | $4,761-39.2% |
| Participant deferral / active EE | $5,263 | $4,957+6.2% | $4,370+20.4% | $5,982-12.0% |
| Admin fee / account holder | $284 | $7,245-96.1% | $5,945-95.2% | $11,246-97.5% |