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 | $49,792 | $89,355-44.3% | $141,162-64.7% | $72,985-31.8% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 42.73% | 111.85%-69.1pp | 71.39%-28.7pp | 81.00%-38.3pp |
| Employer contribution / active EE | $1,284 | $3,114-58.8% | $4,735-72.9% | $2,440-47.4% |
| Participant deferral / active EE | $4,341 | $5,418-19.9% | $6,709-35.3% | $3,607+20.3% |
| Admin fee / account holder | $68 | $5,958-98.9% | $10,261-99.3% | $5,124-98.7% |