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 | $41,482 | $58,851-29.5% | $115,157-64.0% | $72,985-43.2% |
| Participation rate | 89.7% | 65.5%+24.1pp | 75.9%+13.8pp | 69.5%+20.2pp |
| Annual return | 24.85% | 23.16%+1.7pp | 35.60%-10.8pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,710 | $1,798-4.9% | $3,179-46.2% | $2,440-29.9% |
| Participant deferral / active EE | $2,880 | $2,643+9.0% | $4,168-30.9% | $3,607-20.2% |
| Admin fee / account holder | $14 | $6,370-99.8% | $7,088-99.8% | $5,124-99.7% |