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 | $53,047 | $77,634-31.7% | $156,549-66.1% | $62,891-15.7% |
| Participation rate | 75.0% | 71.2%+3.8pp | 84.0%-9.0pp | 69.3%+5.7pp |
| Annual return | 13.33% | 50.32%-37.0pp | 32.23%-18.9pp | 20.14%-6.8pp |
| Employer contribution / active EE | $2,172 | $3,444-36.9% | $5,501-60.5% | $2,281-4.8% |
| Participant deferral / active EE | $4,104 | $3,045+34.7% | $4,871-15.8% | $3,203+28.1% |
| Admin fee / account holder | $185 | $5,561-96.7% | $13,027-98.6% | $4,296-95.7% |