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 | $35,207 | $104,251-66.2% | $91,001-61.3% | $147,584-76.1% |
| Participation rate | 76.9% | 78.2%-1.3pp | 75.6%+1.3pp | 82.8%-5.9pp |
| Annual return | 18.08% | 27.06%-9.0pp | 4.60%+13.5pp | 578.55%-560.5pp |
| Employer contribution / active EE | $1,569 | $3,116-49.7% | $2,456-36.1% | $4,876-67.8% |
| Participant deferral / active EE | $2,984 | $4,195-28.9% | $3,547-15.9% | $5,439-45.1% |
| Admin fee / account holder | $131 | $8,948-98.5% | $5,417-97.6% | $10,885-98.8% |