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 | $50,287 | $110,257-54.4% | $96,544-47.9% | $139,434-63.9% |
| Participation rate | 93.8% | 78.1%+15.7pp | 76.0%+17.8pp | 80.3%+13.4pp |
| Annual return | 19.90% | 26.32%-6.4pp | 25.84%-5.9pp | 372.94%-353.0pp |
| Employer contribution / active EE | $2,937 | $3,620-18.9% | $2,965-0.9% | $4,751-38.2% |
| Participant deferral / active EE | $4,743 | $5,548-14.5% | $4,851-2.2% | $6,710-29.3% |
| Admin fee / account holder | $38 | $11,591-99.7% | $8,252-99.5% | $11,403-99.7% |