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 | $61,850 | $117,983-47.6% | $101,794-39.2% | $142,382-56.6% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.2%+21.7pp | 80.1%+10.8pp |
| Annual return | 20.52% | 36.92%-16.4pp | 30.53%-10.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,494 | $2,773-10.0% | $2,289+9.0% | $4,299-42.0% |
| Participant deferral / active EE | $5,170 | $4,714+9.7% | $4,084+26.6% | $6,507-20.5% |
| Admin fee / account holder | $299 | $10,433-97.1% | $8,777-96.6% | $12,624-97.6% |