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 | $46,439 | $72,277-35.7% | $101,248-54.1% | $79,858-41.8% |
| Participation rate | 97.1% | 68.5%+28.7pp | 75.8%+21.3pp | 69.6%+27.5pp |
| Annual return | 17.70% | 22.30%-4.6pp | 46.47%-28.8pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,994 | $2,692-25.9% | $3,660-45.5% | $2,471-19.3% |
| Participant deferral / active EE | $6,227 | $3,282+89.8% | $4,370+42.5% | $3,740+66.5% |
| Admin fee / account holder | $22 | $4,400-99.5% | $5,945-99.6% | $5,306-99.6% |