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 | $48,870 | $90,503-46.0% | $78,689-37.9% | $273,961-82.2% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 7.97% | 75.60%-67.6pp | 62.18%-54.2pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,539 | $3,176-51.5% | $2,851-46.0% | $4,869-68.4% |
| Participant deferral / active EE | $2,764 | $3,901-29.2% | $3,517-21.4% | $5,287-47.7% |
| Admin fee / account holder | $217 | $5,263-95.9% | $4,510-95.2% | $10,132-97.9% |