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 | $21,018 | $65,685-68.0% | $57,179-63.2% | $273,961-92.3% |
| Participation rate | 95.7% | 78.3%+17.3pp | 75.3%+20.3pp | 83.0%+12.6pp |
| Annual return | 9.29% | 21.99%-12.7pp | 14.59%-5.3pp | 41.45%-32.2pp |
| Employer contribution / active EE | $2,293 | $3,279-30.1% | $2,682-14.5% | $4,869-52.9% |
| Participant deferral / active EE | $4,368 | $3,782+15.5% | $3,096+41.1% | $5,287-17.4% |
| Admin fee / account holder | $58 | $4,835-98.8% | $3,139-98.1% | $10,132-99.4% |