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 | $40,787 | $124,319-67.2% | $111,297-63.4% | $167,490-75.6% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 15.20% | 37.44%-22.2pp | 54.65%-39.5pp | 478.56%-463.4pp |
| Employer contribution / active EE | $1,668 | $3,435-51.4% | $2,731-38.9% | $4,837-65.5% |
| Participant deferral / active EE | $2,874 | $5,180-44.5% | $4,487-35.9% | $6,341-54.7% |
| Admin fee / account holder | $10 | $10,618-99.9% | $7,964-99.9% | $12,309-99.9% |