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 | $78,740 | $54,705+43.9% | $71,209+10.6% | $84,808-7.2% |
| Participation rate | 80.6% | 64.1%+16.5pp | 73.8%+6.8pp | 68.3%+12.2pp |
| Annual return | 14.62% | 35.90%-21.3pp | 282.51%-267.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,115 | $2,158-48.3% | $2,721-59.0% | $2,631-57.6% |
| Participant deferral / active EE | $3,852 | $3,030+27.1% | $4,175-7.7% | $4,212-8.5% |
| Admin fee / account holder | $68 | $4,863-98.6% | $5,349-98.7% | $7,344-99.1% |