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 | $68,762 | $124,319-44.7% | $111,297-38.2% | $167,490-58.9% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 20.79% | 37.44%-16.6pp | 54.65%-33.9pp | 478.56%-457.8pp |
| Employer contribution / active EE | $2,088 | $3,435-39.2% | $2,731-23.6% | $4,837-56.8% |
| Participant deferral / active EE | $4,421 | $5,180-14.7% | $4,487-1.5% | $6,341-30.3% |
| Admin fee / account holder | $62 | $10,618-99.4% | $7,964-99.2% | $12,309-99.5% |