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 | $30,237 | $109,881-72.5% | $150,045-79.8% | $84,808-64.3% |
| Participation rate | 80.0% | 76.1%+3.9pp | 82.3%-2.3pp | 68.3%+11.7pp |
| Annual return | 20.25% | 28.25%-8.0pp | 62.55%-42.3pp | 40.90%-20.6pp |
| Employer contribution / active EE | $1,852 | $3,561-48.0% | $4,693-60.5% | $2,631-29.6% |
| Participant deferral / active EE | $3,099 | $6,636-53.3% | $7,997-61.2% | $4,212-26.4% |
| Admin fee / account holder | $184 | $8,568-97.8% | $13,435-98.6% | $7,344-97.5% |