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 | $46,304 | $112,729-58.9% | $98,716-53.1% | $137,256-66.3% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.3%+22.4pp | 80.0%+11.7pp |
| Annual return | 20.20% | 38.48%-18.3pp | 31.81%-11.6pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,021 | $2,725-25.8% | $2,279-11.3% | $4,156-51.4% |
| Participant deferral / active EE | $7,544 | $4,640+62.6% | $4,048+86.4% | $6,407+17.7% |
| Admin fee / account holder | $74 | $10,129-99.3% | $8,703-99.1% | $12,270-99.4% |