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 | $49,922 | $198,466-74.8% | $170,442-70.7% | $147,584-66.2% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 18.31% | 257.29%-239.0pp | 205.93%-187.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $2,254 | $6,184-63.5% | $5,433-58.5% | $4,876-53.8% |
| Participant deferral / active EE | $3,594 | $5,629-36.2% | $4,939-27.2% | $5,439-33.9% |
| Admin fee / account holder | $122 | $16,852-99.3% | $13,880-99.1% | $10,885-98.9% |