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 | $42,579 | $105,859-59.8% | $90,160-52.8% | $147,584-71.1% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 20.16% | 37.63%-17.5pp | 34.88%-14.7pp | 578.55%-558.4pp |
| Employer contribution / active EE | $1,855 | $4,126-55.0% | $3,318-44.1% | $4,876-62.0% |
| Participant deferral / active EE | $3,922 | $5,733-31.6% | $5,288-25.8% | $5,439-27.9% |
| Admin fee / account holder | $205 | $8,046-97.4% | $5,943-96.5% | $10,885-98.1% |