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 | $55,045 | $107,934-49.0% | $91,989-40.2% | $152,861-64.0% |
| Participation rate | 87.5% | 81.2%+6.3pp | 78.6%+8.9pp | 82.4%+5.1pp |
| Annual return | 33.94% | 89.24%-55.3pp | 69.02%-35.1pp | 345.32%-311.4pp |
| Employer contribution / active EE | $2,810 | $4,210-33.2% | $3,452-18.6% | $4,762-41.0% |
| Participant deferral / active EE | $7,092 | $6,364+11.4% | $5,923+19.7% | $5,850+21.2% |
| Admin fee / account holder | $104 | $10,520-99.0% | $7,743-98.7% | $11,596-99.1% |