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 | $36,430 | $85,766-57.5% | $136,294-73.3% | $70,131-48.1% |
| Participation rate | 94.4% | 74.2%+20.2pp | 81.9%+12.5pp | 69.5%+24.8pp |
| Annual return | 24.99% | 31.45%-6.5pp | 5155.94%-5130.9pp | 73.14%-48.2pp |
| Employer contribution / active EE | $2,530 | $2,966-14.7% | $4,695-46.1% | $2,342+8.0% |
| Participant deferral / active EE | $4,179 | $5,051-17.3% | $6,247-33.1% | $3,332+25.4% |
| Admin fee / account holder | $270 | $5,420-95.0% | $9,243-97.1% | $4,645-94.2% |