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 | $42,045 | $117,841-64.3% | $102,423-58.9% | $145,922-71.2% |
| Participation rate | 86.4% | 78.6%+7.8pp | 76.5%+9.9pp | 80.3%+6.1pp |
| Annual return | 14.52% | 31.65%-17.1pp | 29.32%-14.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,222 | $3,615-38.5% | $3,023-26.5% | $4,660-52.3% |
| Participant deferral / active EE | $3,405 | $5,731-40.6% | $5,053-32.6% | $6,688-49.1% |
| Admin fee / account holder | $187 | $13,326-98.6% | $9,451-98.0% | $13,397-98.6% |