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 | $49,536 | $117,983-58.0% | $101,794-51.3% | $142,382-65.2% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.2%+22.5pp | 80.1%+11.5pp |
| Annual return | 16.99% | 36.92%-19.9pp | 30.53%-13.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,321 | $2,773+19.8% | $2,289+45.1% | $4,299-22.8% |
| Participant deferral / active EE | $8,511 | $4,714+80.6% | $4,084+108.4% | $6,507+30.8% |
| Admin fee / account holder | $163 | $10,433-98.4% | $8,777-98.1% | $12,624-98.7% |