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 | $36,526 | $209,411-82.6% | $178,490-79.5% | $158,922-77.0% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 17.19% | 188.75%-171.6pp | 151.07%-133.9pp | 302.83%-285.6pp |
| Employer contribution / active EE | $1,590 | $5,706-72.1% | $5,011-68.3% | $4,761-66.6% |
| Participant deferral / active EE | $11,925 | $5,954+100.3% | $5,202+129.3% | $5,982+99.3% |
| Admin fee / account holder | $153 | $17,074-99.1% | $13,984-98.9% | $11,246-98.6% |