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 | $32,875 | $96,557-66.0% | $80,975-59.4% | $273,961-88.0% |
| Participation rate | 75.0% | 79.1%-4.1pp | 75.8%-0.8pp | 83.0%-8.0pp |
| Annual return | 3.10% | 15.14%-12.0pp | 17.10%-14.0pp | 41.45%-38.4pp |
| Employer contribution / active EE | $1,439 | $4,868-70.4% | $3,714-61.3% | $4,869-70.4% |
| Participant deferral / active EE | $1,614 | $6,598-75.5% | $5,696-71.7% | $5,287-69.5% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |