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 | $43,505 | $81,248-46.5% | $155,509-72.0% | $80,856-46.2% |
| Participation rate | 92.9% | 66.2%+26.6pp | 78.2%+14.7pp | 67.6%+25.2pp |
| Annual return | 11.87% | 33.31%-21.4pp | 64.67%-52.8pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,024 | $3,100-34.7% | $4,672-56.7% | $2,755-26.5% |
| Participant deferral / active EE | $4,680 | $3,452+35.6% | $5,626-16.8% | $4,296+8.9% |
| Admin fee / account holder | $1 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |