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 | $30,215 | $162,781-81.4% | $133,956-77.4% | $158,922-81.0% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 20.95% | 41.94%-21.0pp | 45.09%-24.1pp | 302.83%-281.9pp |
| Employer contribution / active EE | $962 | $4,975-80.7% | $3,919-75.5% | $4,761-79.8% |
| Participant deferral / active EE | $3,442 | $5,911-41.8% | $5,048-31.8% | $5,982-42.5% |
| Admin fee / account holder | $20 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |