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 | $54,978 | $95,803-42.6% | $113,168-51.4% | $84,808-35.2% |
| Participation rate | 82.3% | 72.9%+9.4pp | 76.6%+5.7pp | 68.3%+14.0pp |
| Annual return | 21.10% | 25.00%-3.9pp | 24.27%-3.2pp | 40.90%-19.8pp |
| Employer contribution / active EE | $1,802 | $2,360-23.6% | $2,975-39.4% | $2,631-31.5% |
| Participant deferral / active EE | $3,893 | $4,242-8.2% | $5,107-23.8% | $4,212-7.6% |
| Admin fee / account holder | $217 | $8,989-97.6% | $12,068-98.2% | $7,344-97.0% |