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 | $77,054 | $96,484-20.1% | $75,886+1.5% | $152,861-49.6% |
| Participation rate | 70.8% | 76.2%-5.4pp | 69.3%+1.6pp | 82.4%-11.6pp |
| Annual return | 24.01% | 33.98%-10.0pp | 30.76%-6.7pp | 345.32%-321.3pp |
| Employer contribution / active EE | $740 | $3,309-77.6% | $2,500-70.4% | $4,762-84.5% |
| Participant deferral / active EE | $3,535 | $4,553-22.4% | $3,603-1.9% | $5,850-39.6% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |