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 | $31,774 | $157,256-79.8% | $141,162-77.5% | $152,861-79.2% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.4%-9.7pp |
| Annual return | 24.91% | 64.32%-39.4pp | 71.39%-46.5pp | 345.32%-320.4pp |
| Employer contribution / active EE | $1,282 | $5,261-75.6% | $4,735-72.9% | $4,762-73.1% |
| Participant deferral / active EE | $2,601 | $7,109-63.4% | $6,709-61.2% | $5,850-55.5% |
| Admin fee / account holder | $189 | $12,120-98.4% | $10,261-98.2% | $11,596-98.4% |