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 | $37,297 | $157,256-76.3% | $141,162-73.6% | $152,861-75.6% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 37.51% | 64.32%-26.8pp | 71.39%-33.9pp | 345.32%-307.8pp |
| Employer contribution / active EE | $1,536 | $5,261-70.8% | $4,735-67.6% | $4,762-67.7% |
| Participant deferral / active EE | $4,271 | $7,109-39.9% | $6,709-36.3% | $5,850-27.0% |
| Admin fee / account holder | $257 | $12,120-97.9% | $10,261-97.5% | $11,596-97.8% |