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 | $41,768 | $72,277-42.2% | $101,248-58.7% | $79,858-47.7% |
| Participation rate | 95.9% | 68.5%+27.5pp | 75.8%+20.1pp | 69.6%+26.3pp |
| Annual return | 18.68% | 22.30%-3.6pp | 46.47%-27.8pp | 31.71%-13.0pp |
| Employer contribution / active EE | $3,744 | $2,692+39.1% | $3,660+2.3% | $2,471+51.5% |
| Participant deferral / active EE | $3,869 | $3,282+17.9% | $4,370-11.5% | $3,740+3.4% |
| Admin fee / account holder | $210 | $4,400-95.2% | $5,945-96.5% | $5,306-96.0% |