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 | $73,891 | $209,411-64.7% | $178,490-58.6% | $158,922-53.5% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 22.26% | 188.75%-166.5pp | 151.07%-128.8pp | 302.83%-280.6pp |
| Employer contribution / active EE | $1,383 | $5,706-75.8% | $5,011-72.4% | $4,761-70.9% |
| Participant deferral / active EE | $4,139 | $5,954-30.5% | $5,202-20.4% | $5,982-30.8% |
| Admin fee / account holder | $12 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |