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 | $27,732 | $135,952-79.6% | $123,892-77.6% | $273,961-89.9% |
| Participation rate | 78.6% | 84.1%-5.5pp | 81.4%-2.8pp | 83.0%-4.4pp |
| Annual return | 18.88% | 56.63%-37.7pp | 47.52%-28.6pp | 41.45%-22.6pp |
| Employer contribution / active EE | $4,745 | $5,170-8.2% | $4,617+2.8% | $4,869-2.5% |
| Participant deferral / active EE | $7,810 | $6,343+23.1% | $5,984+30.5% | $5,287+47.7% |
| Admin fee / account holder | $41 | $9,817-99.6% | $8,357-99.5% | $10,132-99.6% |