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 | $57,320 | $135,952-57.8% | $123,892-53.7% | $273,961-79.1% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | 3.90% | 56.63%-52.7pp | 47.52%-43.6pp | 41.45%-37.6pp |
| Employer contribution / active EE | $1,792 | $5,170-65.3% | $4,617-61.2% | $4,869-63.2% |
| Participant deferral / active EE | $6,399 | $6,343+0.9% | $5,984+6.9% | $5,287+21.0% |
| Admin fee / account holder | $124 | $9,817-98.7% | $8,357-98.5% | $10,132-98.8% |