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 | $43,264 | $91,552-52.7% | $133,956-67.7% | $79,858-45.8% |
| Participation rate | 88.6% | 73.3%+15.2pp | 79.8%+8.7pp | 69.6%+18.9pp |
| Annual return | 20.06% | 61.85%-41.8pp | 45.09%-25.0pp | 31.71%-11.7pp |
| Employer contribution / active EE | $2,175 | $2,384-8.8% | $3,919-44.5% | $2,471-12.0% |
| Participant deferral / active EE | $4,229 | $3,733+13.3% | $5,048-16.2% | $3,740+13.1% |
| Admin fee / account holder | $35 | $6,321-99.4% | $8,927-99.6% | $5,306-99.3% |