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 | $77,212 | $84,233-8.3% | $170,442-54.7% | $70,131+10.1% |
| Participation rate | 83.3% | 70.8%+12.5pp | 83.6%-0.3pp | 69.5%+13.8pp |
| Annual return | 17.81% | 23.06%-5.2pp | 205.93%-188.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $478 | $3,387-85.9% | $5,433-91.2% | $2,342-79.6% |
| Participant deferral / active EE | $2,824 | $3,086-8.5% | $4,939-42.8% | $3,332-15.2% |
| Admin fee / account holder | $14 | $5,698-99.8% | $13,880-99.9% | $4,645-99.7% |