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 | $48,638 | $135,952-64.2% | $123,892-60.7% | $273,961-82.2% |
| Participation rate | 78.6% | 84.1%-5.5pp | 81.4%-2.8pp | 83.0%-4.4pp |
| Annual return | 18.23% | 56.63%-38.4pp | 47.52%-29.3pp | 41.45%-23.2pp |
| Employer contribution / active EE | $1,766 | $5,170-65.8% | $4,617-61.8% | $4,869-63.7% |
| Participant deferral / active EE | $8,218 | $6,343+29.6% | $5,984+37.3% | $5,287+55.4% |
| Admin fee / account holder | $246 | $9,817-97.5% | $8,357-97.1% | $10,132-97.6% |