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 | $40,933 | $81,632-49.9% | $70,449-41.9% | $158,922-74.2% |
| Participation rate | 91.3% | 77.7%+13.6pp | 75.1%+16.2pp | 82.0%+9.3pp |
| Annual return | 16.78% | 208.40%-191.6pp | 109.03%-92.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $2,030 | $3,217-36.9% | $2,737-25.8% | $4,761-57.4% |
| Participant deferral / active EE | $6,715 | $4,554+47.5% | $3,709+81.1% | $5,982+12.2% |
| Admin fee / account holder | $188 | $6,193-97.0% | $3,845-95.1% | $11,246-98.3% |