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 | $37,867 | $95,266-60.3% | $82,389-54.0% | $142,382-73.4% |
| Participation rate | 93.8% | 74.5%+19.3pp | 69.5%+24.2pp | 80.1%+13.6pp |
| Annual return | 15.21% | 25.74%-10.5pp | 28.67%-13.5pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,275 | $2,991-57.4% | $2,517-49.3% | $4,299-70.3% |
| Participant deferral / active EE | $5,156 | $4,809+7.2% | $4,155+24.1% | $6,507-20.8% |
| Admin fee / account holder | $277 | $8,563-96.8% | $7,231-96.2% | $12,624-97.8% |