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 | $43,198 | $65,365-33.9% | $92,893-53.5% | $72,985-40.8% |
| Participation rate | 78.1% | 68.3%+9.8pp | 76.0%+2.1pp | 69.5%+8.6pp |
| Annual return | 26.23% | 42.10%-15.9pp | 109.41%-83.2pp | 81.00%-54.8pp |
| Employer contribution / active EE | $1,433 | $2,594-44.8% | $3,653-60.8% | $2,440-41.3% |
| Participant deferral / active EE | $3,058 | $3,128-2.2% | $4,236-27.8% | $3,607-15.2% |
| Admin fee / account holder | $12 | $4,251-99.7% | $5,794-99.8% | $5,124-99.8% |