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 | $62,934 | $123,793-49.2% | $177,821-64.6% | $79,858-21.2% |
| Participation rate | 92.3% | 84.7%+7.7pp | 87.7%+4.6pp | 69.6%+22.7pp |
| Annual return | 16.04% | 22.82%-6.8pp | 48.32%-32.3pp | 31.71%-15.7pp |
| Employer contribution / active EE | $5,227 | $4,095+27.6% | $5,918-11.7% | $2,471+111.5% |
| Participant deferral / active EE | $9,596 | $5,956+61.1% | $7,714+24.4% | $3,740+156.6% |
| Admin fee / account holder | $265 | $7,243-96.3% | $12,427-97.9% | $5,306-95.0% |