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 | $76,124 | $72,277+5.3% | $101,248-24.8% | $79,858-4.7% |
| Participation rate | 97.6% | 68.5%+29.1pp | 75.8%+21.8pp | 69.6%+27.9pp |
| Annual return | 11.26% | 22.30%-11.0pp | 46.47%-35.2pp | 31.71%-20.5pp |
| Employer contribution / active EE | $1,378 | $2,692-48.8% | $3,660-62.3% | $2,471-44.2% |
| Participant deferral / active EE | $1,606 | $3,282-51.1% | $4,370-63.2% | $3,740-57.1% |
| Admin fee / account holder | $229 | $4,400-94.8% | $5,945-96.2% | $5,306-95.7% |