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 | $32,562 | $177,572-81.7% | $154,803-79.0% | $142,382-77.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 20.91% | 65.07%-44.2pp | 58.88%-38.0pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,750 | $4,810-42.8% | $4,305-36.1% | $4,299-36.0% |
| Participant deferral / active EE | $3,337 | $6,272-46.8% | $5,540-39.8% | $6,507-48.7% |
| Admin fee / account holder | $20 | $16,786-99.9% | $14,329-99.9% | $12,624-99.8% |