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 | $59,825 | $138,347-56.8% | $184,203-67.5% | $80,856-26.0% |
| Participation rate | 75.9% | 83.9%-8.0pp | 86.8%-11.0pp | 67.6%+8.2pp |
| Annual return | 16.90% | 20.02%-3.1pp | 28.81%-11.9pp | 35.59%-18.7pp |
| Employer contribution / active EE | $2,209 | $4,850-54.5% | $6,427-65.6% | $2,755-19.8% |
| Participant deferral / active EE | $7,966 | $7,071+12.7% | $9,131-12.8% | $4,296+85.4% |
| Admin fee / account holder | $250 | $10,483-97.6% | $13,901-98.2% | $6,918-96.4% |