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 | $83,896 | $109,413-23.3% | $156,263-46.3% | $84,808-1.1% |
| Participation rate | 80.0% | 72.7%+7.3pp | 78.9%+1.1pp | 68.3%+11.7pp |
| Annual return | 16.78% | 20.18%-3.4pp | 59.47%-42.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,561 | $2,907-46.3% | $4,333-64.0% | $2,631-40.7% |
| Participant deferral / active EE | $4,825 | $4,590+5.1% | $6,158-21.7% | $4,212+14.6% |
| Admin fee / account holder | $274 | $9,357-97.1% | $14,255-98.1% | $7,344-96.3% |