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 | $41,387 | $157,256-73.7% | $141,162-70.7% | $152,861-72.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 33.25% | 64.32%-31.1pp | 71.39%-38.1pp | 345.32%-312.1pp |
| Employer contribution / active EE | $3,037 | $5,261-42.3% | $4,735-35.9% | $4,762-36.2% |
| Participant deferral / active EE | $6,448 | $7,109-9.3% | $6,709-3.9% | $5,850+10.2% |
| Admin fee / account holder | $140 | $12,120-98.8% | $10,261-98.6% | $11,596-98.8% |