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 | $36,529 | $109,327-66.6% | $89,391-59.1% | $158,922-77.0% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 18.04% | 345.68%-327.6pp | 245.62%-227.6pp | 302.83%-284.8pp |
| Employer contribution / active EE | $2,657 | $3,170-16.2% | $2,586+2.8% | $4,761-44.2% |
| Participant deferral / active EE | $3,900 | $4,598-15.2% | $3,890+0.3% | $5,982-34.8% |
| Admin fee / account holder | $260 | $6,153-95.8% | $4,881-94.7% | $11,246-97.7% |