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 | $52,053 | $84,233-38.2% | $170,442-69.5% | $70,131-25.8% |
| Participation rate | 82.8% | 70.8%+11.9pp | 83.6%-0.8pp | 69.5%+13.2pp |
| Annual return | 16.73% | 23.06%-6.3pp | 205.93%-189.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,937 | $3,387-42.8% | $5,433-64.3% | $2,342-17.3% |
| Participant deferral / active EE | $5,890 | $3,086+90.9% | $4,939+19.2% | $3,332+76.8% |
| Admin fee / account holder | $204 | $5,698-96.4% | $13,880-98.5% | $4,645-95.6% |