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 | $79,244 | $103,376-23.3% | $87,100-9.0% | $152,861-48.2% |
| Participation rate | 95.0% | 79.3%+15.7pp | 76.9%+18.1pp | 82.4%+12.6pp |
| Annual return | 20.20% | 28.10%-7.9pp | 28.19%-8.0pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,588 | $3,220-50.7% | $2,521-37.0% | $4,762-66.6% |
| Participant deferral / active EE | $6,167 | $4,778+29.1% | $4,049+52.3% | $5,850+5.4% |
| Admin fee / account holder | $103 | $12,205-99.2% | $7,497-98.6% | $11,596-99.1% |