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 | $35,250 | $76,407-53.9% | $150,298-76.5% | $82,448-57.2% |
| Participation rate | 77.3% | 66.4%+10.9pp | 77.8%-0.5pp | 68.1%+9.2pp |
| Annual return | 14.11% | 39.99%-25.9pp | 62.79%-48.7pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,350 | $2,614-10.1% | $4,154-43.4% | $2,551-7.9% |
| Participant deferral / active EE | $3,086 | $3,214-4.0% | $5,453-43.4% | $4,139-25.4% |
| Admin fee / account holder | $241 | $6,352-96.2% | $14,116-98.3% | $7,234-96.7% |