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 | $42,790 | $104,251-59.0% | $91,001-53.0% | $147,584-71.0% |
| Participation rate | 72.7% | 78.2%-5.5pp | 75.6%-2.9pp | 82.8%-10.1pp |
| Annual return | 16.90% | 27.06%-10.2pp | 4.60%+12.3pp | 578.55%-561.7pp |
| Employer contribution / active EE | $988 | $3,116-68.3% | $2,456-59.8% | $4,876-79.7% |
| Participant deferral / active EE | $2,136 | $4,195-49.1% | $3,547-39.8% | $5,439-60.7% |
| Admin fee / account holder | $93 | $8,948-99.0% | $5,417-98.3% | $10,885-99.1% |