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 | $36,209 | $209,411-82.7% | $178,490-79.7% | $158,922-77.2% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 22.94% | 188.75%-165.8pp | 151.07%-128.1pp | 302.83%-279.9pp |
| Employer contribution / active EE | $1,755 | $5,706-69.2% | $5,011-65.0% | $4,761-63.1% |
| Participant deferral / active EE | $9,107 | $5,954+52.9% | $5,202+75.1% | $5,982+52.2% |
| Admin fee / account holder | $178 | $17,074-99.0% | $13,984-98.7% | $11,246-98.4% |