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 | $53,802 | $99,652-46.0% | $78,778-31.7% | $147,584-63.5% |
| Participation rate | 90.9% | 76.2%+14.7pp | 69.2%+21.7pp | 82.8%+8.1pp |
| Annual return | 20.09% | 47.28%-27.2pp | 35.62%-15.5pp | 578.55%-558.5pp |
| Employer contribution / active EE | $2,583 | $2,796-7.6% | $1,986+30.1% | $4,876-47.0% |
| Participant deferral / active EE | $4,765 | $3,664+30.1% | $2,958+61.1% | $5,439-12.4% |
| Admin fee / account holder | $103 | $7,155-98.6% | $5,134-98.0% | $10,885-99.1% |