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 | $51,506 | $25,014+105.9% | $69,647-26.0% | $80,856-36.3% |
| Participation rate | 72.5% | 64.2%+8.3pp | 66.5%+6.0pp | 67.6%+4.9pp |
| Annual return | 13.09% | 19.07%-6.0pp | 100.48%-87.4pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,553 | $993+157.1% | $1,712+49.1% | $2,755-7.3% |
| Participant deferral / active EE | $3,449 | $1,839+87.5% | $2,886+19.5% | $4,296-19.7% |
| Admin fee / account holder | $193 | $2,488-92.3% | $4,713-95.9% | $6,918-97.2% |