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 | $44,450 | $57,828-23.1% | $117,039-62.0% | $70,131-36.6% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 16.22% | 17.55%-1.3pp | 18.95%-2.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $2,510 | $1,816+38.2% | $3,785-33.7% | $2,342+7.2% |
| Participant deferral / active EE | $4,454 | $2,438+82.7% | $3,929+13.3% | $3,332+33.7% |
| Admin fee / account holder | $47 | $3,548-98.7% | $5,974-99.2% | $4,645-99.0% |