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 | $37,383 | $149,679-75.0% | $117,039-68.1% | $147,584-74.7% |
| Participation rate | 90.9% | 83.5%+7.4pp | 77.2%+13.7pp | 82.8%+8.1pp |
| Annual return | 17.35% | 19.31%-2.0pp | 18.95%-1.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $2,399 | $4,937-51.4% | $3,785-36.6% | $4,876-50.8% |
| Participant deferral / active EE | $9,970 | $4,912+103.0% | $3,929+153.7% | $5,439+83.3% |
| Admin fee / account holder | $160 | $7,856-98.0% | $5,974-97.3% | $10,885-98.5% |