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 | $38,430 | $100,773-61.9% | $88,946-56.8% | $142,382-73.0% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.8%+20.0pp | 80.1%+8.8pp |
| Annual return | 18.71% | 70.18%-51.5pp | 57.82%-39.1pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,674 | $2,918-8.4% | $2,555+4.6% | $4,299-37.8% |
| Participant deferral / active EE | $2,753 | $5,230-47.4% | $4,581-39.9% | $6,507-57.7% |
| Admin fee / account holder | $213 | $9,693-97.8% | $8,261-97.4% | $12,624-98.3% |