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 | $37,093 | $157,256-76.4% | $141,162-73.7% | $152,861-75.7% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 21.55% | 64.32%-42.8pp | 71.39%-49.8pp | 345.32%-323.8pp |
| Employer contribution / active EE | $2,310 | $5,261-56.1% | $4,735-51.2% | $4,762-51.5% |
| Participant deferral / active EE | $4,059 | $7,109-42.9% | $6,709-39.5% | $5,850-30.6% |
| Admin fee / account holder | $232 | $12,120-98.1% | $10,261-97.7% | $11,596-98.0% |