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 | $41,497 | $65,365-36.5% | $92,893-55.3% | $72,985-43.1% |
| Participation rate | 85.2% | 68.3%+16.9pp | 76.0%+9.2pp | 69.5%+15.7pp |
| Annual return | 23.90% | 42.10%-18.2pp | 109.41%-85.5pp | 81.00%-57.1pp |
| Employer contribution / active EE | $4,019 | $2,594+54.9% | $3,653+10.0% | $2,440+64.7% |
| Participant deferral / active EE | $1,555 | $3,128-50.3% | $4,236-63.3% | $3,607-56.9% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |