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 | $48,310 | $74,927-35.5% | $101,794-52.5% | $84,808-43.0% |
| Participation rate | 90.6% | 61.4%+29.2pp | 69.2%+21.4pp | 68.3%+22.3pp |
| Annual return | 14.62% | 18.70%-4.1pp | 30.53%-15.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,694 | $1,522+11.3% | $2,289-26.0% | $2,631-35.6% |
| Participant deferral / active EE | $3,687 | $3,099+19.0% | $4,084-9.7% | $4,212-12.5% |
| Admin fee / account holder | $288 | $6,514-95.6% | $8,777-96.7% | $7,344-96.1% |