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 | $53,024 | $72,277-26.6% | $101,248-47.6% | $79,858-33.6% |
| Participation rate | 81.3% | 68.5%+12.8pp | 75.8%+5.4pp | 69.6%+11.6pp |
| Annual return | 15.20% | 22.30%-7.1pp | 46.47%-31.3pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,277 | $2,692-52.6% | $3,660-65.1% | $2,471-48.3% |
| Participant deferral / active EE | $3,006 | $3,282-8.4% | $4,370-31.2% | $3,740-19.6% |
| Admin fee / account holder | $20 | $4,400-99.5% | $5,945-99.7% | $5,306-99.6% |