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 | $50,069 | $77,634-35.5% | $156,549-68.0% | $62,891-20.4% |
| Participation rate | 96.2% | 71.2%+25.0pp | 84.0%+12.1pp | 69.3%+26.8pp |
| Annual return | 7.50% | 50.32%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,525 | $3,444-26.7% | $5,501-54.1% | $2,281+10.7% |
| Participant deferral / active EE | $4,501 | $3,045+47.8% | $4,871-7.6% | $3,203+40.5% |
| Admin fee / account holder | $23 | $5,561-99.6% | $13,027-99.8% | $4,296-99.5% |