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 | $44,059 | $124,281-64.5% | $109,143-59.6% | $167,490-73.7% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 11.48% | 26.04%-14.6pp | 25.75%-14.3pp | 478.56%-467.1pp |
| Employer contribution / active EE | $2,024 | $4,207-51.9% | $3,722-45.6% | $4,837-58.2% |
| Participant deferral / active EE | $7,151 | $5,255+36.1% | $4,653+53.7% | $6,341+12.8% |
| Admin fee / account holder | $250 | $7,970-96.9% | $6,752-96.3% | $12,309-98.0% |