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 | $51,766 | $103,376-49.9% | $87,100-40.6% | $152,861-66.1% |
| Participation rate | 95.8% | 79.3%+16.5pp | 76.9%+19.0pp | 82.4%+13.4pp |
| Annual return | 21.13% | 28.10%-7.0pp | 28.19%-7.1pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,761 | $3,220-45.3% | $2,521-30.1% | $4,762-63.0% |
| Participant deferral / active EE | $5,074 | $4,778+6.2% | $4,049+25.3% | $5,850-13.3% |
| Admin fee / account holder | $184 | $12,205-98.5% | $7,497-97.5% | $11,596-98.4% |