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 | $32,824 | $162,781-79.8% | $133,956-75.5% | $158,922-79.3% |
| Participation rate | 95.7% | 83.2%+12.4pp | 79.8%+15.8pp | 82.0%+13.7pp |
| Annual return | 19.41% | 41.94%-22.5pp | 45.09%-25.7pp | 302.83%-283.4pp |
| Employer contribution / active EE | $2,180 | $4,975-56.2% | $3,919-44.4% | $4,761-54.2% |
| Participant deferral / active EE | $4,074 | $5,911-31.1% | $5,048-19.3% | $5,982-31.9% |
| Admin fee / account holder | $117 | $11,736-99.0% | $8,927-98.7% | $11,246-99.0% |