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 | $42,939 | $72,071-40.4% | $68,368-37.2% | $137,256-68.7% |
| Participation rate | 93.8% | 76.2%+17.5pp | 73.8%+20.0pp | 80.0%+13.8pp |
| Annual return | 15.43% | 353.14%-337.7pp | 292.57%-277.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,475 | $2,788-47.1% | $2,649-44.3% | $4,156-64.5% |
| Participant deferral / active EE | $3,506 | $4,410-20.5% | $4,123-15.0% | $6,407-45.3% |
| Admin fee / account holder | $180 | $5,336-96.6% | $5,150-96.5% | $12,270-98.5% |