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 5-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 | $59,071 | $76,407-22.7% | $150,298-60.7% | $82,448-28.4% |
| Participation rate | 73.1% | 66.4%+6.7pp | 77.8%-4.7pp | 68.1%+5.0pp |
| Annual return | 25.90% | 39.99%-14.1pp | 62.79%-36.9pp | 41.64%-15.7pp |
| Employer contribution / active EE | $1,145 | $2,614-56.2% | $4,154-72.4% | $2,551-55.1% |
| Participant deferral / active EE | $3,173 | $3,214-1.3% | $5,453-41.8% | $4,139-23.3% |
| Admin fee / account holder | $284 | $6,352-95.5% | $14,116-98.0% | $7,234-96.1% |