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 | $123,035 | $99,652+23.5% | $78,778+56.2% | $147,584-16.6% |
| Participation rate | 70.0% | 76.2%-6.2pp | 69.2%+0.8pp | 82.8%-12.8pp |
| Annual return | 17.05% | 47.28%-30.2pp | 35.62%-18.6pp | 578.55%-561.5pp |
| Employer contribution / active EE | $1,860 | $2,796-33.5% | $1,986-6.3% | $4,876-61.9% |
| Participant deferral / active EE | $4,690 | $3,664+28.0% | $2,958+58.5% | $5,439-13.8% |
| Admin fee / account holder | $45 | $7,155-99.4% | $5,134-99.1% | $10,885-99.6% |