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 | $37,429 | $98,750-62.1% | $149,696-75.0% | $79,858-53.1% |
| Participation rate | 71.4% | 75.8%-4.3pp | 82.5%-11.0pp | 69.6%+1.8pp |
| Annual return | 30.11% | 27.43%+2.7pp | 276.60%-246.5pp | 31.71%-1.6pp |
| Employer contribution / active EE | $2,288 | $3,216-28.9% | $4,644-50.7% | $2,471-7.4% |
| Participant deferral / active EE | $4,866 | $5,680-14.3% | $6,842-28.9% | $3,740+30.1% |
| Admin fee / account holder | $166 | $6,053-97.3% | $9,309-98.2% | $5,306-96.9% |