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 | $39,715 | $157,256-74.7% | $141,162-71.9% | $152,861-74.0% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 27.21% | 64.32%-37.1pp | 71.39%-44.2pp | 345.32%-318.1pp |
| Employer contribution / active EE | $2,844 | $5,261-45.9% | $4,735-39.9% | $4,762-40.3% |
| Participant deferral / active EE | $4,533 | $7,109-36.2% | $6,709-32.4% | $5,850-22.5% |
| Admin fee / account holder | $144 | $12,120-98.8% | $10,261-98.6% | $11,596-98.8% |