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 | $54,468 | $103,376-47.3% | $87,100-37.5% | $152,861-64.4% |
| Participation rate | 91.7% | 79.3%+12.3pp | 76.9%+14.8pp | 82.4%+9.2pp |
| Annual return | 24.58% | 28.10%-3.5pp | 28.19%-3.6pp | 345.32%-320.7pp |
| Employer contribution / active EE | $4,187 | $3,220+30.0% | $2,521+66.1% | $4,762-12.1% |
| Participant deferral / active EE | $8,899 | $4,778+86.3% | $4,049+119.8% | $5,850+52.1% |
| Admin fee / account holder | $217 | $12,205-98.2% | $7,497-97.1% | $11,596-98.1% |