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 | $54,021 | $116,175-53.5% | $93,606-42.3% | $152,861-64.7% |
| Participation rate | 87.5% | 78.0%+9.5pp | 75.8%+11.7pp | 82.4%+5.1pp |
| Annual return | 30.26% | 35.96%-5.7pp | 32.76%-2.5pp | 345.32%-315.1pp |
| Employer contribution / active EE | $1,419 | $3,218-55.9% | $2,718-47.8% | $4,762-70.2% |
| Participant deferral / active EE | $2,742 | $4,603-40.4% | $4,069-32.6% | $5,850-53.1% |
| Admin fee / account holder | $242 | $10,748-97.7% | $7,888-96.9% | $11,596-97.9% |