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 | $52,163 | $106,515-51.0% | $96,683-46.0% | $139,434-62.6% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 19.02% | 38.43%-19.4pp | 35.69%-16.7pp | 372.94%-353.9pp |
| Employer contribution / active EE | $5,144 | $4,103+25.4% | $3,737+37.7% | $4,751+8.3% |
| Participant deferral / active EE | $4,915 | $5,454-9.9% | $4,878+0.8% | $6,710-26.7% |
| Admin fee / account holder | $284 | $7,877-96.4% | $6,730-95.8% | $11,403-97.5% |