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 | $32,402 | $152,587-78.8% | $125,175-74.1% | $152,861-78.8% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 28.54% | 54.84%-26.3pp | 43.79%-15.3pp | 345.32%-316.8pp |
| Employer contribution / active EE | $1,760 | $4,946-64.4% | $3,865-54.5% | $4,762-63.0% |
| Participant deferral / active EE | $6,762 | $5,868+15.2% | $4,937+37.0% | $5,850+15.6% |
| Admin fee / account holder | $67 | $13,434-99.5% | $9,702-99.3% | $11,596-99.4% |