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 | $81,942 | $84,233-2.7% | $170,442-51.9% | $70,131+16.8% |
| Participation rate | 92.1% | 70.8%+21.3pp | 83.6%+8.5pp | 69.5%+22.6pp |
| Annual return | 14.08% | 23.06%-9.0pp | 205.93%-191.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $4,440 | $3,387+31.1% | $5,433-18.3% | $2,342+89.6% |
| Participant deferral / active EE | $1,083 | $3,086-64.9% | $4,939-78.1% | $3,332-67.5% |
| Admin fee / account holder | $243 | $5,698-95.7% | $13,880-98.3% | $4,645-94.8% |