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 | $27,612 | $76,552-63.9% | $123,892-77.7% | $62,891-56.1% |
| Participation rate | 94.6% | 73.0%+21.6pp | 81.4%+13.2pp | 69.3%+25.3pp |
| Annual return | 51.97% | 18.68%+33.3pp | 47.52%+4.5pp | 20.14%+31.8pp |
| Employer contribution / active EE | $6,494 | $2,883+125.3% | $4,617+40.7% | $2,281+184.7% |
| Participant deferral / active EE | $10,314 | $4,840+113.1% | $5,984+72.3% | $3,203+222.0% |
| Admin fee / account holder | $97 | $4,826-98.0% | $8,357-98.8% | $4,296-97.7% |