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 | $17,309 | $102,966-83.2% | $90,281-80.8% | $152,861-88.7% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.4%+6.4pp |
| Annual return | 27.58% | 95.16%-67.6pp | 78.10%-50.5pp | 345.32%-317.7pp |
| Employer contribution / active EE | $2,787 | $3,139-11.2% | $2,854-2.4% | $4,762-41.5% |
| Participant deferral / active EE | $4,003 | $4,281-6.5% | $3,885+3.0% | $5,850-31.6% |
| Admin fee / account holder | $233 | $6,171-96.2% | $5,351-95.7% | $11,596-98.0% |