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 | $47,735 | $89,753-46.8% | $107,525-55.6% | $84,808-43.7% |
| Participation rate | 87.0% | 68.1%+19.0pp | 75.1%+11.9pp | 68.3%+18.7pp |
| Annual return | 21.27% | 29.48%-8.2pp | 181.32%-160.0pp | 40.90%-19.6pp |
| Employer contribution / active EE | $2,435 | $3,113-21.8% | $3,754-35.1% | $2,631-7.4% |
| Participant deferral / active EE | $5,160 | $4,056+27.2% | $5,116+0.9% | $4,212+22.5% |
| Admin fee / account holder | $143 | $7,222-98.0% | $8,919-98.4% | $7,344-98.1% |