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 | $48,003 | $58,512-18.0% | $84,015-42.9% | $72,985-34.2% |
| Participation rate | 78.6% | 61.2%+17.3pp | 69.0%+9.6pp | 69.5%+9.1pp |
| Annual return | 21.25% | 28.93%-7.7pp | 71.31%-50.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $5,541 | $1,163+376.5% | $1,983+179.4% | $2,440+127.1% |
| Participant deferral / active EE | $3,568 | $2,394+49.1% | $3,239+10.2% | $3,607-1.1% |
| Admin fee / account holder | $20 | $4,569-99.6% | $6,101-99.7% | $5,124-99.6% |