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 | $31,043 | $76,552-59.4% | $123,892-74.9% | $62,891-50.6% |
| Participation rate | 90.2% | 73.0%+17.3pp | 81.4%+8.8pp | 69.3%+20.9pp |
| Annual return | 54.72% | 18.68%+36.0pp | 47.52%+7.2pp | 20.14%+34.6pp |
| Employer contribution / active EE | $2,606 | $2,883-9.6% | $4,617-43.5% | $2,281+14.3% |
| Participant deferral / active EE | $5,915 | $4,840+22.2% | $5,984-1.2% | $3,203+84.7% |
| Admin fee / account holder | $204 | $4,826-95.8% | $8,357-97.6% | $4,296-95.2% |