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 | $61,293 | $85,766-28.5% | $136,294-55.0% | $70,131-12.6% |
| Participation rate | 82.1% | 74.2%+8.0pp | 81.9%+0.2pp | 69.5%+12.6pp |
| Annual return | 16.34% | 31.45%-15.1pp | 5155.94%-5139.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,691 | $2,966-43.0% | $4,695-64.0% | $2,342-27.8% |
| Participant deferral / active EE | $3,547 | $5,051-29.8% | $6,247-43.2% | $3,332+6.5% |
| Admin fee / account holder | $288 | $5,420-94.7% | $9,243-96.9% | $4,645-93.8% |