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 | $56,872 | $176,377-67.8% | $134,143-57.6% | $158,922-64.2% |
| Participation rate | 73.3% | 78.7%-5.4pp | 72.2%+1.2pp | 82.0%-8.6pp |
| Annual return | 17.95% | 63.63%-45.7pp | 36.33%-18.4pp | 302.83%-284.9pp |
| Employer contribution / active EE | $1,091 | $5,040-78.3% | $3,704-70.5% | $4,761-77.1% |
| Participant deferral / active EE | $2,488 | $4,091-39.2% | $3,499-28.9% | $5,982-58.4% |
| Admin fee / account holder | $253 | $8,718-97.1% | $6,684-96.2% | $11,246-97.7% |