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 | $19,799 | $99,341-80.1% | $84,750-76.6% | $273,961-92.8% |
| Participation rate | 76.5% | 80.7%-4.2pp | 76.6%-0.1pp | 83.0%-6.5pp |
| Annual return | 15.10% | 22.93%-7.8pp | 22.78%-7.7pp | 41.45%-26.4pp |
| Employer contribution / active EE | $2,244 | $4,214-46.7% | $3,574-37.2% | $4,869-53.9% |
| Participant deferral / active EE | $3,278 | $4,269-23.2% | $3,712-11.7% | $5,287-38.0% |
| Admin fee / account holder | $94 | $6,644-98.6% | $5,332-98.2% | $10,132-99.1% |