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 | $56,241 | $118,450-52.5% | $98,439-42.9% | $139,434-59.7% |
| Participation rate | 75.0% | 77.4%-2.4pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 18.35% | 18.94%-0.6pp | 21.16%-2.8pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,591 | $3,609-55.9% | $3,048-47.8% | $4,751-66.5% |
| Participant deferral / active EE | $8,415 | $5,392+56.1% | $4,738+77.6% | $6,710+25.4% |
| Admin fee / account holder | $218 | $14,026-98.4% | $8,948-97.6% | $11,403-98.1% |