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 | $49,532 | $99,341-50.1% | $84,750-41.6% | $273,961-81.9% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 9.96% | 22.93%-13.0pp | 22.78%-12.8pp | 41.45%-31.5pp |
| Employer contribution / active EE | $2,445 | $4,214-42.0% | $3,574-31.6% | $4,869-49.8% |
| Participant deferral / active EE | $4,094 | $4,269-4.1% | $3,712+10.3% | $5,287-22.6% |
| Admin fee / account holder | $84 | $6,644-98.7% | $5,332-98.4% | $10,132-99.2% |