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 | $35,884 | $157,256-77.2% | $141,162-74.6% | $152,861-76.5% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 24.28% | 64.32%-40.0pp | 71.39%-47.1pp | 345.32%-321.0pp |
| Employer contribution / active EE | $2,179 | $5,261-58.6% | $4,735-54.0% | $4,762-54.2% |
| Participant deferral / active EE | $4,859 | $7,109-31.7% | $6,709-27.6% | $5,850-16.9% |
| Admin fee / account holder | $136 | $12,120-98.9% | $10,261-98.7% | $11,596-98.8% |