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 | $32,722 | $93,071-64.8% | $74,583-56.1% | $273,961-88.1% |
| Participation rate | 75.0% | 74.9%+0.1pp | 68.1%+6.9pp | 83.0%-8.0pp |
| Annual return | 8.58% | 26.18%-17.6pp | 20.47%-11.9pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,416 | $3,160-55.2% | $2,525-43.9% | $4,869-70.9% |
| Participant deferral / active EE | $5,022 | $4,160+20.7% | $3,458+45.2% | $5,287-5.0% |
| Admin fee / account holder | $213 | $5,272-96.0% | $4,138-94.9% | $10,132-97.9% |