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 | $38,507 | $115,882-66.8% | $100,516-61.7% | $158,922-75.8% |
| Participation rate | 78.6% | 81.6%-3.0pp | 79.4%-0.8pp | 82.0%-3.4pp |
| Annual return | 18.18% | 34.79%-16.6pp | 30.89%-12.7pp | 302.83%-284.6pp |
| Employer contribution / active EE | $2,037 | $4,103-50.4% | $3,418-40.4% | $4,761-57.2% |
| Participant deferral / active EE | $2,909 | $6,674-56.4% | $6,270-53.6% | $5,982-51.4% |
| Admin fee / account holder | $48 | $10,995-99.6% | $8,081-99.4% | $11,246-99.6% |