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 | $35,311 | $110,261-68.0% | $95,745-63.1% | $139,434-74.7% |
| Participation rate | 75.0% | 75.8%-0.8pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 24.62% | 27.11%-2.5pp | 28.35%-3.7pp | 372.94%-348.3pp |
| Employer contribution / active EE | $5,000 | $3,257+53.5% | $2,835+76.4% | $4,751+5.2% |
| Participant deferral / active EE | $2,820 | $4,676-39.7% | $4,245-33.6% | $6,710-58.0% |
| Admin fee / account holder | $20 | $6,613-99.7% | $5,678-99.7% | $11,403-99.8% |