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 | $45,410 | $78,705-42.3% | $117,854-61.5% | $70,131-35.3% |
| Participation rate | 97.6% | 73.2%+24.4pp | 79.7%+17.9pp | 69.5%+28.0pp |
| Annual return | 16.32% | 23.30%-7.0pp | 335.08%-318.8pp | 73.14%-56.8pp |
| Employer contribution / active EE | $5,729 | $2,223+157.7% | $3,786+51.3% | $2,342+144.6% |
| Participant deferral / active EE | $6,410 | $3,297+94.4% | $4,482+43.0% | $3,332+92.4% |
| Admin fee / account holder | $218 | $5,065-95.7% | $8,020-97.3% | $4,645-95.3% |