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 | $95,453-45.8% | $112,040-53.8% | $82,448-37.2% |
| Participation rate | 97.0% | 72.8%+24.2pp | 76.5%+20.5pp | 68.1%+28.9pp |
| Annual return | 16.15% | 23.92%-7.8pp | 24.52%-8.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,779 | $2,318-23.3% | $2,954-39.8% | $2,551-30.3% |
| Participant deferral / active EE | $3,965 | $4,224-6.1% | $5,098-22.2% | $4,139-4.2% |
| Admin fee / account holder | $278 | $9,013-96.9% | $12,098-97.7% | $7,234-96.2% |