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 | $29,604 | $78,705-62.4% | $117,854-74.9% | $70,131-57.8% |
| Participation rate | 96.2% | 73.2%+23.0pp | 79.7%+16.5pp | 69.5%+26.6pp |
| Annual return | 22.23% | 23.30%-1.1pp | 335.08%-312.9pp | 73.14%-50.9pp |
| Employer contribution / active EE | $2,510 | $2,223+12.9% | $3,786-33.7% | $2,342+7.2% |
| Participant deferral / active EE | $4,519 | $3,297+37.1% | $4,482+0.8% | $3,332+35.6% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,020-100.0% | $4,645-100.0% |