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 | $36,150 | $109,327-66.9% | $89,391-59.6% | $158,922-77.3% |
| Participation rate | 81.3% | 74.3%+7.0pp | 68.0%+13.3pp | 82.0%-0.7pp |
| Annual return | 25.03% | 345.68%-320.6pp | 245.62%-220.6pp | 302.83%-277.8pp |
| Employer contribution / active EE | $1,745 | $3,170-44.9% | $2,586-32.5% | $4,761-63.3% |
| Participant deferral / active EE | $6,286 | $4,598+36.7% | $3,890+61.6% | $5,982+5.1% |
| Admin fee / account holder | $204 | $6,153-96.7% | $4,881-95.8% | $11,246-98.2% |