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 | $37,550 | $152,587-75.4% | $125,175-70.0% | $152,861-75.4% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 21.28% | 54.84%-33.6pp | 43.79%-22.5pp | 345.32%-324.0pp |
| Employer contribution / active EE | $2,825 | $4,946-42.9% | $3,865-26.9% | $4,762-40.7% |
| Participant deferral / active EE | $4,457 | $5,868-24.0% | $4,937-9.7% | $5,850-23.8% |
| Admin fee / account holder | $138 | $13,434-99.0% | $9,702-98.6% | $11,596-98.8% |