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 | $33,718 | $117,983-71.4% | $101,794-66.9% | $142,382-76.3% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 21.33% | 36.92%-15.6pp | 30.53%-9.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,146 | $2,773-22.6% | $2,289-6.3% | $4,299-50.1% |
| Participant deferral / active EE | $2,386 | $4,714-49.4% | $4,084-41.6% | $6,507-63.3% |
| Admin fee / account holder | $126 | $10,433-98.8% | $8,777-98.6% | $12,624-99.0% |