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 | $46,721 | $114,381-59.2% | $107,525-56.5% | $142,382-67.2% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 17.63% | 242.71%-225.1pp | 181.32%-163.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,991 | $4,015-25.5% | $3,754-20.3% | $4,299-30.4% |
| Participant deferral / active EE | $6,560 | $5,564+17.9% | $5,116+28.2% | $6,507+0.8% |
| Admin fee / account holder | $242 | $9,860-97.5% | $8,919-97.3% | $12,624-98.1% |