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 | $41,159 | $52,519-21.6% | $155,790-73.6% | $59,632-31.0% |
| Participation rate | 72.4% | 61.7%+10.7pp | 76.1%-3.7pp | 68.7%+3.7pp |
| Annual return | 8.13% | 53.51%-45.4pp | 71.54%-63.4pp | 2041.28%-2033.2pp |
| Employer contribution / active EE | $1,967 | $1,589+23.8% | $3,836-48.7% | $2,203-10.7% |
| Participant deferral / active EE | $3,207 | $3,084+4.0% | $4,797-33.2% | $3,192+0.5% |
| Admin fee / account holder | $231 | $3,540-93.5% | $7,478-96.9% | $4,297-94.6% |