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 | $50,958 | $106,749-52.3% | $145,433-65.0% | $82,448-38.2% |
| Participation rate | 81.5% | 75.6%+5.8pp | 82.1%-0.6pp | 68.1%+13.4pp |
| Annual return | 19.35% | 27.59%-8.2pp | 66.58%-47.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $2,094 | $3,444-39.2% | $4,554-54.0% | $2,551-17.9% |
| Participant deferral / active EE | $8,526 | $6,519+30.8% | $7,897+8.0% | $4,139+106.0% |
| Admin fee / account holder | $127 | $8,390-98.5% | $13,129-99.0% | $7,234-98.2% |