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 | $61,726 | $153,772-59.9% | $133,980-53.9% | $273,961-77.5% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 7.46% | 36.51%-29.0pp | 29.30%-21.8pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,775 | $6,029-70.6% | $5,211-65.9% | $4,869-63.5% |
| Participant deferral / active EE | $5,921 | $6,958-14.9% | $6,282-5.7% | $5,287+12.0% |
| Admin fee / account holder | $67 | $11,765-99.4% | $9,324-99.3% | $10,132-99.3% |