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 | $31,517 | $232,540-86.4% | $185,117-83.0% | $147,584-78.6% |
| Participation rate | 90.9% | 82.4%+8.6pp | 77.3%+13.6pp | 82.8%+8.1pp |
| Annual return | 16.91% | 43.03%-26.1pp | 40.50%-23.6pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,327 | $5,195-74.5% | $4,182-68.3% | $4,876-72.8% |
| Participant deferral / active EE | $3,583 | $5,834-38.6% | $5,045-29.0% | $5,439-34.1% |
| Admin fee / account holder | $84 | $10,275-99.2% | $8,159-99.0% | $10,885-99.2% |