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 | $54,397 | $77,419-29.7% | $69,455-21.7% | $152,861-64.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 74.6%+0.4pp | 82.4%-7.4pp |
| Annual return | 37.33% | 39.06%-1.7pp | 28.97%+8.4pp | 345.32%-308.0pp |
| Employer contribution / active EE | $6,254 | $3,315+88.6% | $2,779+125.0% | $4,762+31.3% |
| Participant deferral / active EE | $3,737 | $4,414-15.3% | $3,535+5.7% | $5,850-36.1% |
| Admin fee / account holder | $204 | $6,207-96.7% | $3,839-94.7% | $11,596-98.2% |