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 | $35,634 | $157,256-77.3% | $141,162-74.8% | $152,861-76.7% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 28.46% | 64.32%-35.9pp | 71.39%-42.9pp | 345.32%-316.9pp |
| Employer contribution / active EE | $3,079 | $5,261-41.5% | $4,735-35.0% | $4,762-35.3% |
| Participant deferral / active EE | $5,005 | $7,109-29.6% | $6,709-25.4% | $5,850-14.4% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |