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 | $44,410 | $72,277-38.6% | $101,248-56.1% | $79,858-44.4% |
| Participation rate | 97.1% | 68.5%+28.6pp | 75.8%+21.3pp | 69.6%+27.4pp |
| Annual return | 18.09% | 22.30%-4.2pp | 46.47%-28.4pp | 31.71%-13.6pp |
| Employer contribution / active EE | $2,554 | $2,692-5.1% | $3,660-30.2% | $2,471+3.4% |
| Participant deferral / active EE | $1,726 | $3,282-47.4% | $4,370-60.5% | $3,740-53.9% |
| Admin fee / account holder | $76 | $4,400-98.3% | $5,945-98.7% | $5,306-98.6% |