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 | $42,608 | $113,339-62.4% | $94,993-55.1% | $147,584-71.1% |
| Participation rate | 75.0% | 78.0%-3.0pp | 73.9%+1.1pp | 82.8%-7.8pp |
| Annual return | 19.57% | 20.77%-1.2pp | 27.12%-7.6pp | 578.55%-559.0pp |
| Employer contribution / active EE | $655 | $3,160-79.3% | $2,603-74.9% | $4,876-86.6% |
| Participant deferral / active EE | $2,466 | $3,777-34.7% | $3,317-25.7% | $5,439-54.7% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |