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 | $41,223 | $76,552-46.1% | $123,892-66.7% | $62,891-34.5% |
| Participation rate | 92.7% | 73.0%+19.7pp | 81.4%+11.3pp | 69.3%+23.4pp |
| Annual return | 8.34% | 18.68%-10.3pp | 47.52%-39.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,039 | $2,883-29.3% | $4,617-55.8% | $2,281-10.6% |
| Participant deferral / active EE | $4,022 | $4,840-16.9% | $5,984-32.8% | $3,203+25.6% |
| Admin fee / account holder | $165 | $4,826-96.6% | $8,357-98.0% | $4,296-96.2% |