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 | $50,288 | $153,772-67.3% | $133,980-62.5% | $273,961-81.6% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 8.70% | 36.51%-27.8pp | 29.30%-20.6pp | 41.45%-32.7pp |
| Employer contribution / active EE | $2,973 | $6,029-50.7% | $5,211-43.0% | $4,869-38.9% |
| Participant deferral / active EE | $4,527 | $6,958-34.9% | $6,282-27.9% | $5,287-14.4% |
| Admin fee / account holder | $42 | $11,765-99.6% | $9,324-99.6% | $10,132-99.6% |