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 | $63,833 | $197,591-67.7% | $177,821-64.1% | $158,922-59.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 22.23% | 58.76%-36.5pp | 48.32%-26.1pp | 302.83%-280.6pp |
| Employer contribution / active EE | $2,286 | $6,697-65.9% | $5,918-61.4% | $4,761-52.0% |
| Participant deferral / active EE | $5,338 | $8,405-36.5% | $7,714-30.8% | $5,982-10.8% |
| Admin fee / account holder | $289 | $15,399-98.1% | $12,427-97.7% | $11,246-97.4% |