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 | $55,624 | $127,065-56.2% | $113,168-50.8% | $142,382-60.9% |
| Participation rate | 94.1% | 79.2%+14.9pp | 76.6%+17.6pp | 80.1%+14.0pp |
| Annual return | 15.08% | 24.03%-8.9pp | 24.27%-9.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,168 | $3,442-37.0% | $2,975-27.1% | $4,299-49.6% |
| Participant deferral / active EE | $4,301 | $5,716-24.8% | $5,107-15.8% | $6,507-33.9% |
| Admin fee / account holder | $216 | $15,736-98.6% | $12,068-98.2% | $12,624-98.3% |