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 | $35,708 | $86,286-58.6% | $111,297-67.9% | $85,850-58.4% |
| Participation rate | 93.3% | 73.3%+20.0pp | 77.3%+16.0pp | 69.3%+24.0pp |
| Annual return | 15.41% | 19.99%-4.6pp | 54.65%-39.2pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,620 | $2,043-20.7% | $2,731-40.7% | $2,565-36.8% |
| Participant deferral / active EE | $4,733 | $3,641+30.0% | $4,487+5.5% | $3,952+19.8% |
| Admin fee / account holder | $175 | $8,188-97.9% | $7,964-97.8% | $6,260-97.2% |