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 | $43,617 | $78,705-44.6% | $117,854-63.0% | $70,131-37.8% |
| Participation rate | 97.6% | 73.2%+24.4pp | 79.7%+17.9pp | 69.5%+28.0pp |
| Annual return | 21.51% | 23.30%-1.8pp | 335.08%-313.6pp | 73.14%-51.6pp |
| Employer contribution / active EE | $2,389 | $2,223+7.4% | $3,786-36.9% | $2,342+2.0% |
| Participant deferral / active EE | $2,205 | $3,297-33.1% | $4,482-50.8% | $3,332-33.8% |
| Admin fee / account holder | $108 | $5,065-97.9% | $8,020-98.7% | $4,645-97.7% |