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 | $27,599 | $148,534-81.4% | $135,903-79.7% | $139,434-80.2% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 25.24% | 79.19%-54.0pp | 68.23%-43.0pp | 372.94%-347.7pp |
| Employer contribution / active EE | $2,349 | $5,243-55.2% | $4,856-51.6% | $4,751-50.6% |
| Participant deferral / active EE | $6,153 | $8,100-24.0% | $7,758-20.7% | $6,710-8.3% |
| Admin fee / account holder | $26 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |