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 | $58,281 | $153,772-62.1% | $133,980-56.5% | $273,961-78.7% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.1%+3.8pp | 83.0%+7.9pp |
| Annual return | 7.64% | 36.51%-28.9pp | 29.30%-21.7pp | 41.45%-33.8pp |
| Employer contribution / active EE | $3,019 | $6,029-49.9% | $5,211-42.1% | $4,869-38.0% |
| Participant deferral / active EE | $7,039 | $6,958+1.2% | $6,282+12.0% | $5,287+33.1% |
| Admin fee / account holder | $19 | $11,765-99.8% | $9,324-99.8% | $10,132-99.8% |