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 | $36,064 | $111,754-67.7% | $103,333-65.1% | $145,922-75.3% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 15.55% | 24.77%-9.2pp | 24.88%-9.3pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,063 | $4,212-51.0% | $3,868-46.7% | $4,660-55.7% |
| Participant deferral / active EE | $3,552 | $5,619-36.8% | $5,057-29.8% | $6,688-46.9% |
| Admin fee / account holder | $286 | $9,750-97.1% | $8,355-96.6% | $13,397-97.9% |