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 | $34,153 | $152,587-77.6% | $125,175-72.7% | $152,861-77.7% |
| Participation rate | 81.8% | 83.3%-1.5pp | 79.8%+2.0pp | 82.4%-0.6pp |
| Annual return | 28.79% | 54.84%-26.1pp | 43.79%-15.0pp | 345.32%-316.5pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,769 | $5,868+66.5% | $4,937+97.9% | $5,850+67.0% |
| Admin fee / account holder | $173 | $13,434-98.7% | $9,702-98.2% | $11,596-98.5% |