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 | $41,178 | $154,228-73.3% | $145,433-71.7% | $137,256-70.0% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 18.80% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,626 | $4,804-45.3% | $4,554-42.3% | $4,156-36.8% |
| Participant deferral / active EE | $6,282 | $8,216-23.5% | $7,897-20.5% | $6,407-1.9% |
| Admin fee / account holder | $261 | $14,344-98.2% | $13,129-98.0% | $12,270-97.9% |