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 | $39,122 | $226,064-82.7% | $182,532-78.6% | $152,861-74.4% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.0%+9.5pp | 82.4%+5.1pp |
| Annual return | 23.62% | 192.51%-168.9pp | 148.54%-124.9pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,835 | $4,978-63.2% | $4,076-55.0% | $4,762-61.5% |
| Participant deferral / active EE | $4,684 | $6,368-26.4% | $5,524-15.2% | $5,850-19.9% |
| Admin fee / account holder | $21 | $10,703-99.8% | $8,592-99.8% | $11,596-99.8% |