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 | $64,084 | $99,341-35.5% | $84,750-24.4% | $273,961-76.6% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 8.59% | 22.93%-14.3pp | 22.78%-14.2pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,512 | $4,214-64.1% | $3,574-57.7% | $4,869-68.9% |
| Participant deferral / active EE | $2,994 | $4,269-29.9% | $3,712-19.3% | $5,287-43.4% |
| Admin fee / account holder | $63 | $6,644-99.0% | $5,332-98.8% | $10,132-99.4% |