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 | $31,764 | $77,634-59.1% | $156,549-79.7% | $62,891-49.5% |
| Participation rate | 82.4% | 71.2%+11.2pp | 84.0%-1.7pp | 69.3%+13.0pp |
| Annual return | 16.96% | 50.32%-33.4pp | 32.23%-15.3pp | 20.14%-3.2pp |
| Employer contribution / active EE | $2,848 | $3,444-17.3% | $5,501-48.2% | $2,281+24.8% |
| Participant deferral / active EE | $5,863 | $3,045+92.5% | $4,871+20.4% | $3,203+83.1% |
| Admin fee / account holder | $93 | $5,561-98.3% | $13,027-99.3% | $4,296-97.8% |