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 | $35,064 | $96,965-63.8% | $97,995-64.2% | $147,584-76.2% |
| Participation rate | 81.8% | 83.6%-1.8pp | 82.4%-0.6pp | 82.8%-1.0pp |
| Annual return | 18.12% | 24.11%-6.0pp | 23.94%-5.8pp | 578.55%-560.4pp |
| Employer contribution / active EE | $1,987 | $4,536-56.2% | $4,158-52.2% | $4,876-59.3% |
| Participant deferral / active EE | $11,663 | $5,081+129.5% | $5,097+128.8% | $5,439+114.4% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,885-100.0% |