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 | $32,554 | $91,190-64.3% | $178,490-81.8% | $79,858-59.2% |
| Participation rate | 81.8% | 69.2%+12.6pp | 81.9%-0.1pp | 69.6%+12.2pp |
| Annual return | 17.49% | 24.19%-6.7pp | 151.07%-133.6pp | 31.71%-14.2pp |
| Employer contribution / active EE | $3,975 | $3,256+22.1% | $5,011-20.7% | $2,471+60.9% |
| Participant deferral / active EE | $4,883 | $3,236+50.9% | $5,202-6.1% | $3,740+30.5% |
| Admin fee / account holder | $256 | $6,751-96.2% | $13,984-98.2% | $5,306-95.2% |