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 | $52,802 | $89,652-41.1% | $141,162-62.6% | $65,185-19.0% |
| Participation rate | 95.4% | 74.7%+20.7pp | 82.5%+12.9pp | 70.2%+25.2pp |
| Annual return | 23.12% | 32.79%-9.7pp | 71.39%-48.3pp | 29.38%-6.3pp |
| Employer contribution / active EE | $2,817 | $3,065-8.1% | $4,735-40.5% | $2,177+29.4% |
| Participant deferral / active EE | $4,240 | $5,691-25.5% | $6,709-36.8% | $3,514+20.7% |
| Admin fee / account holder | $158 | $569-72.2% | $10,261-98.5% | $847-81.3% |