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 | $31,911 | $165,912-80.8% | $122,332-73.9% | $147,584-78.4% |
| Participation rate | 94.1% | 79.6%+14.5pp | 71.6%+22.5pp | 82.8%+11.3pp |
| Annual return | 20.52% | 34.55%-14.0pp | 30.27%-9.8pp | 578.55%-558.0pp |
| Employer contribution / active EE | $5,562 | $5,754-3.3% | $4,050+37.3% | $4,876+14.1% |
| Participant deferral / active EE | $3,687 | $4,005-8.0% | $3,287+12.2% | $5,439-32.2% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |