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 | $117,983-60.8% | $101,794-54.5% | $142,382-67.5% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.2%+22.5pp | 80.1%+11.5pp |
| Annual return | 20.20% | 36.92%-16.7pp | 30.53%-10.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,021 | $2,773-27.1% | $2,289-11.7% | $4,299-53.0% |
| Participant deferral / active EE | $7,544 | $4,714+60.0% | $4,084+84.7% | $6,507+15.9% |
| Admin fee / account holder | $74 | $10,433-99.3% | $8,777-99.2% | $12,624-99.4% |