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 | $51,123 | $117,841-56.6% | $102,423-50.1% | $145,922-65.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 14.33% | 31.65%-17.3pp | 29.32%-15.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,131 | $3,615-68.7% | $3,023-62.6% | $4,660-75.7% |
| Participant deferral / active EE | $2,808 | $5,731-51.0% | $5,053-44.4% | $6,688-58.0% |
| Admin fee / account holder | $148 | $13,326-98.9% | $9,451-98.4% | $13,397-98.9% |