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 | $78,825 | $117,983-33.2% | $101,794-22.6% | $142,382-44.6% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 15.61% | 36.92%-21.3pp | 30.53%-14.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,952 | $2,773-29.6% | $2,289-14.7% | $4,299-54.6% |
| Participant deferral / active EE | $6,070 | $4,714+28.8% | $4,084+48.6% | $6,507-6.7% |
| Admin fee / account holder | $279 | $10,433-97.3% | $8,777-96.8% | $12,624-97.8% |