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 | $42,679 | $166,020-74.3% | $164,866-74.1% | $145,959-70.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 11.48% | 100.08%-88.6pp | 69.97%-58.5pp | 561.95%-550.5pp |
| Employer contribution / active EE | $4,200 | $5,275-20.4% | $4,343-3.3% | $4,661-9.9% |
| Participant deferral / active EE | $3,775 | $6,961-45.8% | $6,033-37.4% | $6,689-43.6% |
| Admin fee / account holder | $269 | $16,644-98.4% | $12,689-97.9% | $13,398-98.0% |