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 | $51,019 | $58,851-13.3% | $115,157-55.7% | $72,985-30.1% |
| Participation rate | 76.0% | 65.5%+10.5pp | 75.9%+0.1pp | 69.5%+6.5pp |
| Annual return | 25.36% | 23.16%+2.2pp | 35.60%-10.2pp | 81.00%-55.6pp |
| Employer contribution / active EE | $2,047 | $1,798+13.8% | $3,179-35.6% | $2,440-16.1% |
| Participant deferral / active EE | $4,162 | $2,643+57.5% | $4,168-0.1% | $3,607+15.4% |
| Admin fee / account holder | $272 | $6,370-95.7% | $7,088-96.2% | $5,124-94.7% |