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 | $59,618 | $56,897+4.8% | $84,750-29.7% | $62,891-5.2% |
| Participation rate | 76.9% | 68.5%+8.4pp | 76.6%+0.3pp | 69.3%+7.6pp |
| Annual return | 6.09% | 6.30%-0.2pp | 22.78%-16.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,150 | $2,400-52.1% | $3,574-67.8% | $2,281-49.6% |
| Participant deferral / active EE | $2,772 | $2,709+2.3% | $3,712-25.3% | $3,203-13.5% |
| Admin fee / account holder | $44 | $3,581-98.8% | $5,332-99.2% | $4,296-99.0% |