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 | $60,495 | $88,707-31.8% | $74,183-18.5% | $273,961-77.9% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 8.50% | 11.94%-3.4pp | 17.74%-9.2pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,176 | $3,159-62.8% | $2,370-50.4% | $4,869-75.8% |
| Participant deferral / active EE | $6,987 | $4,212+65.9% | $3,550+96.8% | $5,287+32.2% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |