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 | $34,967 | $118,680-70.5% | $98,907-64.6% | $158,922-78.0% |
| Participation rate | 87.5% | 77.8%+9.7pp | 76.0%+11.5pp | 82.0%+5.5pp |
| Annual return | 13.58% | 372.35%-358.8pp | 196.43%-182.9pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,934 | $3,333-42.0% | $2,689-28.1% | $4,761-59.4% |
| Participant deferral / active EE | $4,111 | $5,088-19.2% | $4,244-3.1% | $5,982-31.3% |
| Admin fee / account holder | $85 | $10,131-99.2% | $6,642-98.7% | $11,246-99.2% |