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 | $42,128 | $81,248-48.1% | $155,509-72.9% | $80,856-47.9% |
| Participation rate | 89.1% | 66.2%+22.9pp | 78.2%+10.9pp | 67.6%+21.5pp |
| Annual return | 41.53% | 33.31%+8.2pp | 64.67%-23.1pp | 35.59%+5.9pp |
| Employer contribution / active EE | $3,322 | $3,100+7.2% | $4,672-28.9% | $2,755+20.6% |
| Participant deferral / active EE | $3,402 | $3,452-1.4% | $5,626-39.5% | $4,296-20.8% |
| Admin fee / account holder | $297 | $7,997-96.3% | $15,912-98.1% | $6,918-95.7% |