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 | $67,324 | $185,822-63.8% | $169,993-60.4% | $139,434-51.7% |
| Participation rate | 92.9% | 87.8%+5.1pp | 87.0%+5.9pp | 80.3%+12.5pp |
| Annual return | 16.33% | 60.50%-44.2pp | 53.37%-37.0pp | 372.94%-356.6pp |
| Employer contribution / active EE | $4,456 | $7,590-41.3% | $6,785-34.3% | $4,751-6.2% |
| Participant deferral / active EE | $6,021 | $11,622-48.2% | $10,408-42.2% | $6,710-10.3% |
| Admin fee / account holder | $227 | $15,381-98.5% | $12,815-98.2% | $11,403-98.0% |