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 | $45,531 | $157,256-71.0% | $141,162-67.7% | $152,861-70.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 24.52% | 64.32%-39.8pp | 71.39%-46.9pp | 345.32%-320.8pp |
| Employer contribution / active EE | $2,865 | $5,261-45.5% | $4,735-39.5% | $4,762-39.8% |
| Participant deferral / active EE | $8,379 | $7,109+17.9% | $6,709+24.9% | $5,850+43.2% |
| Admin fee / account holder | $130 | $12,120-98.9% | $10,261-98.7% | $11,596-98.9% |