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 | $25,885 | $89,753-71.2% | $107,525-75.9% | $84,808-69.5% |
| Participation rate | 95.1% | 68.1%+27.1pp | 75.1%+20.0pp | 68.3%+26.8pp |
| Annual return | 21.52% | 29.48%-8.0pp | 181.32%-159.8pp | 40.90%-19.4pp |
| Employer contribution / active EE | $1,886 | $3,113-39.4% | $3,754-49.8% | $2,631-28.3% |
| Participant deferral / active EE | $4,896 | $4,056+20.7% | $5,116-4.3% | $4,212+16.3% |
| Admin fee / account holder | $223 | $7,222-96.9% | $8,919-97.5% | $7,344-97.0% |