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 | $74,951 | $104,251-28.1% | $91,001-17.6% | $147,584-49.2% |
| Participation rate | 94.7% | 78.2%+16.5pp | 75.6%+19.1pp | 82.8%+11.9pp |
| Annual return | 17.15% | 27.06%-9.9pp | 4.60%+12.6pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,908 | $3,116-38.8% | $2,456-22.3% | $4,876-60.9% |
| Participant deferral / active EE | $3,448 | $4,195-17.8% | $3,547-2.8% | $5,439-36.6% |
| Admin fee / account holder | $6 | $8,948-99.9% | $5,417-99.9% | $10,885-99.9% |