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 | $31,517 | $89,355-64.7% | $141,162-77.7% | $72,985-56.8% |
| Participation rate | 96.8% | 75.1%+21.7pp | 82.5%+14.3pp | 69.5%+27.3pp |
| Annual return | 25.30% | 111.85%-86.6pp | 71.39%-46.1pp | 81.00%-55.7pp |
| Employer contribution / active EE | $1,398 | $3,114-55.1% | $4,735-70.5% | $2,440-42.7% |
| Participant deferral / active EE | $7,135 | $5,418+31.7% | $6,709+6.3% | $3,607+97.8% |
| Admin fee / account holder | $26 | $5,958-99.6% | $10,261-99.7% | $5,124-99.5% |