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 | $41,829 | $101,724-58.9% | $164,813-74.6% | $80,856-48.3% |
| Participation rate | 75.3% | 71.8%+3.5pp | 78.6%-3.3pp | 67.6%+7.7pp |
| Annual return | 13.27% | 16.72%-3.4pp | 69.93%-56.7pp | 35.59%-22.3pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,238 | $4,477-27.7% | $6,031-46.3% | $4,296-24.6% |
| Admin fee / account holder | $242 | $8,227-97.1% | $12,690-98.1% | $6,918-96.5% |