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 | $51,007 | $114,381-55.4% | $107,525-52.6% | $142,382-64.2% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | 16.15% | 242.71%-226.6pp | 181.32%-165.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,037 | $4,015-24.4% | $3,754-19.1% | $4,299-29.4% |
| Participant deferral / active EE | $7,107 | $5,564+27.7% | $5,116+38.9% | $6,507+9.2% |
| Admin fee / account holder | $37 | $9,860-99.6% | $8,919-99.6% | $12,624-99.7% |