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 | $67,650 | $109,881-38.4% | $150,045-54.9% | $84,808-20.2% |
| Participation rate | 85.2% | 76.1%+9.1pp | 82.3%+2.9pp | 68.3%+16.9pp |
| Annual return | 14.70% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,414 | $3,561-32.2% | $4,693-48.6% | $2,631-8.2% |
| Participant deferral / active EE | $7,262 | $6,636+9.4% | $7,997-9.2% | $4,212+72.4% |
| Admin fee / account holder | $53 | $8,568-99.4% | $13,435-99.6% | $7,344-99.3% |