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 | $37,691 | $135,952-72.3% | $123,892-69.6% | $273,961-86.2% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 8.93% | 56.63%-47.7pp | 47.52%-38.6pp | 41.45%-32.5pp |
| Employer contribution / active EE | $3,132 | $5,170-39.4% | $4,617-32.2% | $4,869-35.7% |
| Participant deferral / active EE | $6,321 | $6,343-0.3% | $5,984+5.6% | $5,287+19.6% |
| Admin fee / account holder | $136 | $9,817-98.6% | $8,357-98.4% | $10,132-98.7% |