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 | $56,318 | $109,881-48.7% | $150,045-62.5% | $84,808-33.6% |
| Participation rate | 81.5% | 76.1%+5.4pp | 82.3%-0.8pp | 68.3%+13.2pp |
| Annual return | 18.91% | 28.25%-9.3pp | 62.55%-43.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $5,036 | $3,561+41.4% | $4,693+7.3% | $2,631+91.4% |
| Participant deferral / active EE | $4,465 | $6,636-32.7% | $7,997-44.2% | $4,212+6.0% |
| Admin fee / account holder | $96 | $8,568-98.9% | $13,435-99.3% | $7,344-98.7% |