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 | $48,785 | $112,729-56.7% | $98,716-50.6% | $137,256-64.5% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.3%+3.4pp | 80.0%-7.2pp |
| Annual return | 17.92% | 38.48%-20.6pp | 31.81%-13.9pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,333 | $2,725-51.1% | $2,279-41.5% | $4,156-67.9% |
| Participant deferral / active EE | $5,377 | $4,640+15.9% | $4,048+32.8% | $6,407-16.1% |
| Admin fee / account holder | $294 | $10,129-97.1% | $8,703-96.6% | $12,270-97.6% |