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 | $29,091 | $76,552-62.0% | $123,892-76.5% | $62,891-53.7% |
| Participation rate | 89.7% | 73.0%+16.7pp | 81.4%+8.2pp | 69.3%+20.3pp |
| Annual return | 14.04% | 18.68%-4.6pp | 47.52%-33.5pp | 20.14%-6.1pp |
| Employer contribution / active EE | $1,763 | $2,883-38.8% | $4,617-61.8% | $2,281-22.7% |
| Participant deferral / active EE | $4,464 | $4,840-7.8% | $5,984-25.4% | $3,203+39.4% |
| Admin fee / account holder | $58 | $4,826-98.8% | $8,357-99.3% | $4,296-98.6% |