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 | $75,570 | $124,425-39.3% | $112,040-32.6% | $137,256-44.9% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 17.28% | 24.72%-7.4pp | 24.52%-7.2pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,088 | $3,411-68.1% | $2,954-63.2% | $4,156-73.8% |
| Participant deferral / active EE | $2,530 | $5,718-55.8% | $5,098-50.4% | $6,407-60.5% |
| Admin fee / account holder | $24 | $15,207-99.8% | $12,098-99.8% | $12,270-99.8% |