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 | $43,223 | $135,952-68.2% | $123,892-65.1% | $273,961-84.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 14.75% | 56.63%-41.9pp | 47.52%-32.8pp | 41.45%-26.7pp |
| Employer contribution / active EE | $2,681 | $5,170-48.1% | $4,617-41.9% | $4,869-44.9% |
| Participant deferral / active EE | $7,420 | $6,343+17.0% | $5,984+24.0% | $5,287+40.3% |
| Admin fee / account holder | $92 | $9,817-99.1% | $8,357-98.9% | $10,132-99.1% |