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 | $110,752 | $124,281-10.9% | $109,143+1.5% | $167,490-33.9% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 17.90% | 26.04%-8.1pp | 25.75%-7.9pp | 478.56%-460.7pp |
| Employer contribution / active EE | $1,601 | $4,207-62.0% | $3,722-57.0% | $4,837-66.9% |
| Participant deferral / active EE | $3,471 | $5,255-33.9% | $4,653-25.4% | $6,341-45.3% |
| Admin fee / account holder | $16 | $7,970-99.8% | $6,752-99.8% | $12,309-99.9% |