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 | $62,063 | $755,339-91.8% | $379,746-83.7% | $158,922-60.9% |
| Participation rate | 75.0% | 81.8%-6.8pp | 78.4%-3.4pp | 82.0%-7.0pp |
| Annual return | 11.73% | 53.41%-41.7pp | 34.90%-23.2pp | 302.83%-291.1pp |
| Employer contribution / active EE | $1,792 | $4,685-61.8% | $3,540-49.4% | $4,761-62.4% |
| Participant deferral / active EE | $3,717 | $7,938-53.2% | $6,024-38.3% | $5,982-37.9% |
| Admin fee / account holder | $223 | $14,482-98.5% | $7,927-97.2% | $11,246-98.0% |