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 | $58,030 | $43,723+32.7% | $121,196-52.1% | $64,186-9.6% |
| Participation rate | 80.4% | 58.3%+22.1pp | 71.7%+8.7pp | 69.6%+10.9pp |
| Annual return | 11.21% | 68.91%-57.7pp | 16.93%-5.7pp | 7.63%+3.6pp |
| Employer contribution / active EE | $1,637 | $1,296+26.3% | $4,022-59.3% | $2,381-31.2% |
| Participant deferral / active EE | $3,327 | $2,280+45.9% | $3,344-0.5% | $3,470-4.1% |
| Admin fee / account holder | $231 | $3,501-93.4% | $5,019-95.4% | $4,888-95.3% |