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 | $26,664 | $65,685-59.4% | $57,179-53.4% | $273,961-90.3% |
| Participation rate | 92.9% | 78.3%+14.5pp | 75.3%+17.5pp | 83.0%+9.8pp |
| Annual return | 7.62% | 21.99%-14.4pp | 14.59%-7.0pp | 41.45%-33.8pp |
| Employer contribution / active EE | $2,682 | $3,279-18.2% | $2,6820% | $4,869-44.9% |
| Participant deferral / active EE | $3,690 | $3,782-2.4% | $3,096+19.2% | $5,287-30.2% |
| Admin fee / account holder | $171 | $4,835-96.5% | $3,139-94.6% | $10,132-98.3% |