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 | $33,078 | $142,405-76.8% | $115,157-71.3% | $152,861-78.4% |
| Participation rate | 91.3% | 82.4%+9.0pp | 75.9%+15.4pp | 82.4%+8.9pp |
| Annual return | 27.97% | 41.48%-13.5pp | 35.60%-7.6pp | 345.32%-317.3pp |
| Employer contribution / active EE | $2,880 | $4,010-28.2% | $3,179-9.4% | $4,762-39.5% |
| Participant deferral / active EE | $7,247 | $5,164+40.3% | $4,168+73.9% | $5,850+23.9% |
| Admin fee / account holder | $63 | $8,462-99.3% | $7,088-99.1% | $11,596-99.5% |