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 | $53,834 | $54,762-1.7% | $90,281-40.4% | $72,985-26.2% |
| Participation rate | 73.2% | 65.1%+8.0pp | 73.3%-0.1pp | 69.5%+3.7pp |
| Annual return | 19.96% | 30.63%-10.7pp | 78.10%-58.1pp | 81.00%-61.0pp |
| Employer contribution / active EE | $988 | $2,092-52.8% | $2,854-65.4% | $2,440-59.5% |
| Participant deferral / active EE | $2,106 | $2,887-27.0% | $3,885-45.8% | $3,607-41.6% |
| Admin fee / account holder | $206 | $3,972-94.8% | $5,351-96.2% | $5,124-96.0% |