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 | $33,862 | $232,540-85.4% | $185,117-81.7% | $147,584-77.1% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 82.8%-7.8pp |
| Annual return | 78.07% | 43.03%+35.0pp | 40.50%+37.6pp | 578.55%-500.5pp |
| Employer contribution / active EE | $5,301 | $5,195+2.0% | $4,182+26.8% | $4,876+8.7% |
| Participant deferral / active EE | $5,690 | $5,834-2.5% | $5,045+12.8% | $5,439+4.6% |
| Admin fee / account holder | $52 | $10,275-99.5% | $8,159-99.4% | $10,885-99.5% |