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 | $36,164 | $109,327-66.9% | $89,391-59.5% | $158,922-77.2% |
| Participation rate | 81.3% | 74.3%+7.0pp | 68.0%+13.3pp | 82.0%-0.7pp |
| Annual return | 20.22% | 345.68%-325.5pp | 245.62%-225.4pp | 302.83%-282.6pp |
| Employer contribution / active EE | $2,897 | $3,170-8.6% | $2,586+12.0% | $4,761-39.2% |
| Participant deferral / active EE | $4,381 | $4,598-4.7% | $3,890+12.6% | $5,982-26.8% |
| Admin fee / account holder | $236 | $6,153-96.2% | $4,881-95.2% | $11,246-97.9% |