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 | $121,201 | $228,332-46.9% | $185,823-34.8% | $158,922-23.7% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 14.95% | 40.80%-25.9pp | 35.95%-21.0pp | 302.83%-287.9pp |
| Employer contribution / active EE | $916 | $4,967-81.6% | $4,087-77.6% | $4,761-80.8% |
| Participant deferral / active EE | $3,119 | $6,415-51.4% | $5,632-44.6% | $5,982-47.9% |
| Admin fee / account holder | $17 | $11,864-99.9% | $9,500-99.8% | $11,246-99.9% |