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 | $58,019 | $93,346-37.8% | $71,796-19.2% | $273,961-78.8% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.1%+21.8pp | 83.0%+7.9pp |
| Annual return | 6.77% | 130.39%-123.6pp | 78.04%-71.3pp | 41.45%-34.7pp |
| Employer contribution / active EE | $2,288 | $2,733-16.3% | $1,924+18.9% | $4,869-53.0% |
| Participant deferral / active EE | $5,082 | $3,475+46.2% | $2,794+81.9% | $5,287-3.9% |
| Admin fee / account holder | $289 | $6,571-95.6% | $4,815-94.0% | $10,132-97.2% |