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 | $45,643 | $209,411-78.2% | $178,490-74.4% | $158,922-71.3% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 17.73% | 188.75%-171.0pp | 151.07%-133.3pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,836 | $5,706-67.8% | $5,011-63.4% | $4,761-61.4% |
| Participant deferral / active EE | $5,728 | $5,954-3.8% | $5,202+10.1% | $5,982-4.2% |
| Admin fee / account holder | $274 | $17,074-98.4% | $13,984-98.0% | $11,246-97.6% |