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 | $48,461 | $99,985-51.5% | $146,665-67.0% | $85,850-43.6% |
| Participation rate | 78.8% | 73.1%+5.7pp | 80.1%-1.3pp | 69.3%+9.5pp |
| Annual return | 14.41% | 18.93%-4.5pp | 22.74%-8.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $1,685 | $2,559-34.1% | $4,136-59.3% | $2,565-34.3% |
| Participant deferral / active EE | $3,078 | $4,006-23.1% | $5,506-44.1% | $3,952-22.1% |
| Admin fee / account holder | $164 | $7,702-97.9% | $10,280-98.4% | $6,260-97.4% |