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 | $51,740 | $95,803-46.0% | $113,168-54.3% | $84,808-39.0% |
| Participation rate | 97.0% | 72.9%+24.1pp | 76.6%+20.4pp | 68.3%+28.7pp |
| Annual return | 16.15% | 25.00%-8.9pp | 24.27%-8.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,779 | $2,360-24.6% | $2,975-40.2% | $2,631-32.4% |
| Participant deferral / active EE | $3,965 | $4,242-6.5% | $5,107-22.4% | $4,212-5.8% |
| Admin fee / account holder | $278 | $8,989-96.9% | $12,068-97.7% | $7,344-96.2% |