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 | $51,092 | $72,277-29.3% | $101,248-49.5% | $79,858-36.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 23.82% | 22.30%+1.5pp | 46.47%-22.7pp | 31.71%-7.9pp |
| Employer contribution / active EE | $1,957 | $2,692-27.3% | $3,660-46.5% | $2,471-20.8% |
| Participant deferral / active EE | $3,166 | $3,282-3.5% | $4,370-27.5% | $3,740-15.3% |
| Admin fee / account holder | $295 | $4,400-93.3% | $5,945-95.0% | $5,306-94.4% |