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 | $59,472 | $95,266-37.6% | $82,389-27.8% | $142,382-58.2% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 15.45% | 25.74%-10.3pp | 28.67%-13.2pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,250 | $2,991-58.2% | $2,517-50.3% | $4,299-70.9% |
| Participant deferral / active EE | $6,380 | $4,809+32.7% | $4,155+53.6% | $6,507-2.0% |
| Admin fee / account holder | $6 | $8,563-99.9% | $7,231-99.9% | $12,624-99.9% |