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 | $44,397 | $105,859-58.1% | $90,160-50.8% | $147,584-69.9% |
| Participation rate | 90.0% | 79.7%+10.3pp | 76.9%+13.1pp | 82.8%+7.2pp |
| Annual return | 23.90% | 37.63%-13.7pp | 34.88%-11.0pp | 578.55%-554.6pp |
| Employer contribution / active EE | $1,102 | $4,126-73.3% | $3,318-66.8% | $4,876-77.4% |
| Participant deferral / active EE | $7,756 | $5,733+35.3% | $5,288+46.7% | $5,439+42.6% |
| Admin fee / account holder | $194 | $8,046-97.6% | $5,943-96.7% | $10,885-98.2% |