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 | $15,537 | $109,982-85.9% | $97,226-84.0% | $145,922-89.4% |
| Participation rate | 81.8% | 75.9%+5.9pp | 72.7%+9.1pp | 80.3%+1.5pp |
| Annual return | 17.05% | 242.90%-225.9pp | 75.13%-58.1pp | 561.29%-544.2pp |
| Employer contribution / active EE | $3,488 | $3,084+13.1% | $2,729+27.8% | $4,660-25.1% |
| Participant deferral / active EE | $3,965 | $4,676-15.2% | $4,264-7.0% | $6,688-40.7% |
| Admin fee / account holder | $260 | $6,221-95.8% | $5,654-95.4% | $13,397-98.1% |