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 | $54,916 | $81,208-32.4% | $98,907-44.5% | $79,858-31.2% |
| Participation rate | 98.0% | 72.5%+25.5pp | 76.0%+21.9pp | 69.6%+28.3pp |
| Annual return | 17.59% | 60.99%-43.4pp | 196.43%-178.8pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,327 | $1,960-32.3% | $2,689-50.7% | $2,471-46.3% |
| Participant deferral / active EE | $1,937 | $3,265-40.7% | $4,244-54.4% | $3,740-48.2% |
| Admin fee / account holder | $258 | $6,013-95.7% | $6,642-96.1% | $5,306-95.1% |