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 | $71,104 | $112,881-37.0% | $90,951-21.8% | $158,922-55.3% |
| Participation rate | 81.8% | 74.7%+7.1pp | 69.0%+12.8pp | 82.0%-0.1pp |
| Annual return | 19.86% | 215.79%-195.9pp | 134.60%-114.7pp | 302.83%-283.0pp |
| Employer contribution / active EE | $522 | $2,893-82.0% | $2,122-75.4% | $4,761-89.0% |
| Participant deferral / active EE | $3,394 | $4,128-17.8% | $3,373+0.6% | $5,982-43.3% |
| Admin fee / account holder | $2 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |