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 | $65,221 | $99,341-34.3% | $84,750-23.0% | $273,961-76.2% |
| Participation rate | 72.2% | 80.7%-8.5pp | 76.6%-4.4pp | 83.0%-10.8pp |
| Annual return | 10.24% | 22.93%-12.7pp | 22.78%-12.5pp | 41.45%-31.2pp |
| Employer contribution / active EE | $1,743 | $4,214-58.6% | $3,574-51.2% | $4,869-64.2% |
| Participant deferral / active EE | $3,919 | $4,269-8.2% | $3,712+5.6% | $5,287-25.9% |
| Admin fee / account holder | $17 | $6,644-99.7% | $5,332-99.7% | $10,132-99.8% |