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 | $63,503 | $103,376-38.6% | $87,100-27.1% | $152,861-58.5% |
| Participation rate | 78.3% | 79.3%-1.1pp | 76.9%+1.4pp | 82.4%-4.2pp |
| Annual return | 22.64% | 28.10%-5.5pp | 28.19%-5.6pp | 345.32%-322.7pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,651 | $4,778-44.5% | $4,049-34.5% | $5,850-54.7% |
| Admin fee / account holder | $114 | $12,205-99.1% | $7,497-98.5% | $11,596-99.0% |