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 | $43,441 | $86,929-50.0% | $102,423-57.6% | $80,856-46.3% |
| Participation rate | 93.3% | 72.4%+21.0pp | 76.5%+16.8pp | 67.6%+25.7pp |
| Annual return | 29.62% | 18.88%+10.7pp | 29.32%+0.3pp | 35.59%-6.0pp |
| Employer contribution / active EE | $2,775 | $2,369+17.1% | $3,023-8.2% | $2,755+0.7% |
| Participant deferral / active EE | $5,878 | $4,118+42.7% | $5,053+16.3% | $4,296+36.8% |
| Admin fee / account holder | $102 | $8,049-98.7% | $9,451-98.9% | $6,918-98.5% |