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 | $29,950 | $106,515-71.9% | $96,683-69.0% | $139,434-78.5% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 16.44% | 38.43%-22.0pp | 35.69%-19.3pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,248 | $4,103-69.6% | $3,737-66.6% | $4,751-73.7% |
| Participant deferral / active EE | $3,653 | $5,454-33.0% | $4,878-25.1% | $6,710-45.6% |
| Admin fee / account holder | $50 | $7,877-99.4% | $6,730-99.3% | $11,403-99.6% |