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 | $48,592 | $99,341-51.1% | $84,750-42.7% | $273,961-82.3% |
| Participation rate | 77.8% | 80.7%-2.9pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 7.77% | 22.93%-15.2pp | 22.78%-15.0pp | 41.45%-33.7pp |
| Employer contribution / active EE | $2,664 | $4,214-36.8% | $3,574-25.5% | $4,869-45.3% |
| Participant deferral / active EE | $7,140 | $4,269+67.2% | $3,712+92.4% | $5,287+35.0% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |