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 | $88,790 | $201,272-55.9% | $184,203-51.8% | $145,922-39.2% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 13.46% | 29.00%-15.5pp | 28.81%-15.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,430 | $7,022-65.4% | $6,427-62.2% | $4,660-47.9% |
| Participant deferral / active EE | $5,368 | $9,806-45.3% | $9,131-41.2% | $6,688-19.7% |
| Admin fee / account holder | $68 | $16,364-99.6% | $13,901-99.5% | $13,397-99.5% |