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 | $55,889 | $58,851-5.0% | $115,157-51.5% | $72,985-23.4% |
| Participation rate | 77.1% | 65.5%+11.6pp | 75.9%+1.2pp | 69.5%+7.7pp |
| Annual return | 32.40% | 23.16%+9.2pp | 35.60%-3.2pp | 81.00%-48.6pp |
| Employer contribution / active EE | $1,335 | $1,798-25.8% | $3,179-58.0% | $2,440-45.3% |
| Participant deferral / active EE | $3,049 | $2,643+15.4% | $4,168-26.9% | $3,607-15.5% |
| Admin fee / account holder | $221 | $6,370-96.5% | $7,088-96.9% | $5,124-95.7% |