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 | $31,206 | $116,175-73.1% | $93,606-66.7% | $152,861-79.6% |
| Participation rate | 93.8% | 78.0%+15.7pp | 75.8%+17.9pp | 82.4%+11.3pp |
| Annual return | 23.61% | 35.96%-12.4pp | 32.76%-9.1pp | 345.32%-321.7pp |
| Employer contribution / active EE | $3,056 | $3,218-5.0% | $2,718+12.4% | $4,762-35.8% |
| Participant deferral / active EE | $5,303 | $4,603+15.2% | $4,069+30.3% | $5,850-9.4% |
| Admin fee / account holder | $120 | $10,748-98.9% | $7,888-98.5% | $11,596-99.0% |