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 | $47,148 | $96,557-51.2% | $80,975-41.8% | $273,961-82.8% |
| Participation rate | 76.5% | 79.1%-2.6pp | 75.8%+0.7pp | 83.0%-6.5pp |
| Annual return | 8.53% | 15.14%-6.6pp | 17.10%-8.6pp | 41.45%-32.9pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,889 | $6,598-56.2% | $5,696-49.3% | $5,287-45.4% |
| Admin fee / account holder | $9 | $7,492-99.9% | $5,516-99.8% | $10,132-99.9% |