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 | $62,115 | $157,256-60.5% | $141,162-56.0% | $152,861-59.4% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.4%+10.4pp |
| Annual return | 22.65% | 64.32%-41.7pp | 71.39%-48.7pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,001 | $5,261-62.0% | $4,735-57.8% | $4,762-58.0% |
| Participant deferral / active EE | $4,434 | $7,109-37.6% | $6,709-33.9% | $5,850-24.2% |
| Admin fee / account holder | $139 | $12,120-98.9% | $10,261-98.6% | $11,596-98.8% |