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 | $65,665 | $89,355-26.5% | $141,162-53.5% | $72,985-10.0% |
| Participation rate | 91.3% | 75.1%+16.2pp | 82.5%+8.8pp | 69.5%+21.8pp |
| Annual return | 23.24% | 111.85%-88.6pp | 71.39%-48.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $3,918 | $3,114+25.8% | $4,735-17.3% | $2,440+60.6% |
| Participant deferral / active EE | $4,916 | $5,418-9.3% | $6,709-26.7% | $3,607+36.3% |
| Admin fee / account holder | $19 | $5,958-99.7% | $10,261-99.8% | $5,124-99.6% |