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 | $33,289 | $102,616-67.6% | $81,983-59.4% | $158,922-79.1% |
| Participation rate | 70.0% | 75.5%-5.5pp | 69.2%+0.8pp | 82.0%-12.0pp |
| Annual return | 34.86% | 61.04%-26.2pp | 41.31%-6.4pp | 302.83%-268.0pp |
| Employer contribution / active EE | $2,279 | $3,240-29.7% | $2,498-8.8% | $4,761-52.1% |
| Participant deferral / active EE | $4,201 | $4,648-9.6% | $3,722+12.9% | $5,982-29.8% |
| Admin fee / account holder | $98 | $8,235-98.8% | $5,664-98.3% | $11,246-99.1% |