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 | $75,665 | $101,724-25.6% | $164,813-54.1% | $80,856-6.4% |
| Participation rate | 92.5% | 71.8%+20.7pp | 78.6%+13.9pp | 67.6%+24.9pp |
| Annual return | 25.49% | 16.72%+8.8pp | 69.93%-44.4pp | 35.59%-10.1pp |
| Employer contribution / active EE | $1,649 | $2,953-44.2% | $4,341-62.0% | $2,755-40.2% |
| Participant deferral / active EE | $5,498 | $4,477+22.8% | $6,031-8.8% | $4,296+28.0% |
| Admin fee / account holder | $214 | $8,227-97.4% | $12,690-98.3% | $6,918-96.9% |