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 | $30,983 | $157,256-80.3% | $141,162-78.1% | $152,861-79.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 32.10% | 64.32%-32.2pp | 71.39%-39.3pp | 345.32%-313.2pp |
| Employer contribution / active EE | $2,134 | $5,261-59.4% | $4,735-54.9% | $4,762-55.2% |
| Participant deferral / active EE | $6,300 | $7,109-11.4% | $6,709-6.1% | $5,850+7.7% |
| Admin fee / account holder | $164 | $12,120-98.6% | $10,261-98.4% | $11,596-98.6% |