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 | $40,670 | $115,882-64.9% | $100,516-59.5% | $158,922-74.4% |
| Participation rate | 92.3% | 81.6%+10.7pp | 79.4%+12.9pp | 82.0%+10.3pp |
| Annual return | 11.71% | 34.79%-23.1pp | 30.89%-19.2pp | 302.83%-291.1pp |
| Employer contribution / active EE | $1,800 | $4,103-56.1% | $3,418-47.3% | $4,761-62.2% |
| Participant deferral / active EE | $6,499 | $6,674-2.6% | $6,270+3.7% | $5,982+8.6% |
| Admin fee / account holder | $154 | $10,995-98.6% | $8,081-98.1% | $11,246-98.6% |