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 | $34,798 | $152,587-77.2% | $125,175-72.2% | $152,861-77.2% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 22.36% | 54.84%-32.5pp | 43.79%-21.4pp | 345.32%-323.0pp |
| Employer contribution / active EE | $3,311 | $4,946-33.1% | $3,865-14.3% | $4,762-30.5% |
| Participant deferral / active EE | $4,277 | $5,868-27.1% | $4,937-13.4% | $5,850-26.9% |
| Admin fee / account holder | $20 | $13,434-99.9% | $9,702-99.8% | $11,596-99.8% |