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 | $35,991 | $105,859-66.0% | $90,160-60.1% | $147,584-75.6% |
| Participation rate | 93.8% | 79.7%+14.0pp | 76.9%+16.9pp | 82.8%+10.9pp |
| Annual return | 22.42% | 37.63%-15.2pp | 34.88%-12.5pp | 578.55%-556.1pp |
| Employer contribution / active EE | $3,285 | $4,126-20.4% | $3,318-1.0% | $4,876-32.6% |
| Participant deferral / active EE | $5,740 | $5,733+0.1% | $5,288+8.6% | $5,439+5.5% |
| Admin fee / account holder | $86 | $8,046-98.9% | $5,943-98.6% | $10,885-99.2% |