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 | $41,816 | $56,277-25.7% | $80,975-48.4% | $62,891-33.5% |
| Participation rate | 91.2% | 69.0%+22.2pp | 75.8%+15.4pp | 69.3%+21.9pp |
| Annual return | 13.23% | 22.12%-8.9pp | 17.10%-3.9pp | 20.14%-6.9pp |
| Employer contribution / active EE | $1,473 | $1,943-24.2% | $3,714-60.4% | $2,281-35.4% |
| Participant deferral / active EE | $8,336 | $4,195+98.7% | $5,696+46.4% | $3,203+160.3% |
| Admin fee / account holder | $212 | $3,741-94.3% | $5,516-96.1% | $4,296-95.1% |