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 | $37,921 | $90,503-58.1% | $78,689-51.8% | $273,961-86.2% |
| Participation rate | 73.3% | 76.5%-3.2pp | 73.6%-0.2pp | 83.0%-9.7pp |
| Annual return | 8.89% | 75.60%-66.7pp | 62.18%-53.3pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,700 | $3,176-46.5% | $2,851-40.4% | $4,869-65.1% |
| Participant deferral / active EE | $3,047 | $3,901-21.9% | $3,517-13.4% | $5,287-42.4% |
| Admin fee / account holder | $74 | $5,263-98.6% | $4,510-98.4% | $10,132-99.3% |