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 | $36,022 | $162,781-77.9% | $133,956-73.1% | $158,922-77.3% |
| Participation rate | 95.8% | 83.2%+12.6pp | 79.8%+16.0pp | 82.0%+13.9pp |
| Annual return | 13.88% | 41.94%-28.1pp | 45.09%-31.2pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,415 | $4,975-71.6% | $3,919-63.9% | $4,761-70.3% |
| Participant deferral / active EE | $5,614 | $5,911-5.0% | $5,048+11.2% | $5,982-6.2% |
| Admin fee / account holder | $23 | $11,736-99.8% | $8,927-99.7% | $11,246-99.8% |