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 | $30,770 | $108,919-71.7% | $100,391-69.3% | $145,922-78.9% |
| Participation rate | 87.5% | 82.9%+4.6pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 18.94% | 57.88%-38.9pp | 49.20%-30.3pp | 561.29%-542.3pp |
| Employer contribution / active EE | $1,935 | $4,419-56.2% | $3,942-50.9% | $4,660-58.5% |
| Participant deferral / active EE | $2,439 | $8,445-71.1% | $8,082-69.8% | $6,688-63.5% |
| Admin fee / account holder | $285 | $9,689-97.1% | $7,899-96.4% | $13,397-97.9% |