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 | $54,935 | $63,355-13.3% | $91,989-40.3% | $72,985-24.7% |
| Participation rate | 70.5% | 72.5%-2.1pp | 78.6%-8.2pp | 69.5%+1.0pp |
| Annual return | 27.23% | 35.35%-8.1pp | 69.02%-41.8pp | 81.00%-53.8pp |
| Employer contribution / active EE | $1,752 | $2,116-17.2% | $3,452-49.3% | $2,440-28.2% |
| Participant deferral / active EE | $3,446 | $4,883-29.4% | $5,923-41.8% | $3,607-4.5% |
| Admin fee / account holder | $232 | $4,668-95.0% | $7,743-97.0% | $5,124-95.5% |