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 | $37,662 | $103,376-63.6% | $87,100-56.8% | $152,861-75.4% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.9%+14.0pp | 82.4%+8.5pp |
| Annual return | 26.34% | 28.10%-1.8pp | 28.19%-1.8pp | 345.32%-319.0pp |
| Employer contribution / active EE | $2,601 | $3,220-19.2% | $2,521+3.2% | $4,762-45.4% |
| Participant deferral / active EE | $3,019 | $4,778-36.8% | $4,049-25.4% | $5,850-48.4% |
| Admin fee / account holder | $238 | $12,205-98.1% | $7,497-96.8% | $11,596-98.0% |