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 | $44,387 | $87,166-49.1% | $76,735-42.2% | $137,256-67.7% |
| Participation rate | 95.0% | 74.4%+20.6pp | 69.5%+25.5pp | 80.0%+15.0pp |
| Annual return | 16.42% | 26.50%-10.1pp | 29.77%-13.3pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,008 | $2,904-30.8% | $2,454-18.2% | $4,156-51.7% |
| Participant deferral / active EE | $1,580 | $4,726-66.6% | $4,088-61.4% | $6,407-75.3% |
| Admin fee / account holder | $295 | $8,403-96.5% | $7,189-95.9% | $12,270-97.6% |