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 | $33,022 | $115,770-71.5% | $101,248-67.4% | $158,922-79.2% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 19.49% | 56.14%-36.7pp | 46.47%-27.0pp | 302.83%-283.3pp |
| Employer contribution / active EE | $2,436 | $4,175-41.6% | $3,660-33.4% | $4,761-48.8% |
| Participant deferral / active EE | $7,628 | $4,957+53.9% | $4,370+74.5% | $5,982+27.5% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |