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 | $41,178 | $159,602-74.2% | $150,045-72.6% | $142,382-71.1% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 18.80% | 70.24%-51.4pp | 62.55%-43.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,626 | $4,961-47.1% | $4,693-44.0% | $4,299-38.9% |
| Participant deferral / active EE | $6,282 | $8,310-24.4% | $7,997-21.4% | $6,507-3.5% |
| Admin fee / account holder | $261 | $14,846-98.2% | $13,435-98.1% | $12,624-97.9% |