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 | $151,020 | $78,672+92.0% | $109,143+38.4% | $85,850+75.9% |
| Participation rate | 80.6% | 68.3%+12.4pp | 75.9%+4.8pp | 69.3%+11.3pp |
| Annual return | 16.25% | 25.09%-8.8pp | 25.75%-9.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,493 | $2,735-45.4% | $3,722-59.9% | $2,565-41.8% |
| Participant deferral / active EE | $4,679 | $3,467+34.9% | $4,653+0.5% | $3,952+18.4% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,752-100.0% | $6,260-100.0% |