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 | $61,773 | $57,016+8.3% | $84,966-27.3% | $80,856-23.6% |
| Participation rate | 78.9% | 56.3%+22.6pp | 67.5%+11.4pp | 67.6%+11.3pp |
| Annual return | 24.96% | 21.66%+3.3pp | 66.38%-41.4pp | 35.59%-10.6pp |
| Employer contribution / active EE | $2,285 | $1,798+27.1% | $2,727-16.2% | $2,755-17.1% |
| Participant deferral / active EE | $6,181 | $3,110+98.8% | $4,519+36.8% | $4,296+43.9% |
| Admin fee / account holder | $128 | $4,980-97.4% | $6,149-97.9% | $6,918-98.1% |