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 | $30,345 | $90,503-66.5% | $78,689-61.4% | $273,961-88.9% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 4.25% | 75.60%-71.4pp | 62.18%-57.9pp | 41.45%-37.2pp |
| Employer contribution / active EE | $2,202 | $3,176-30.7% | $2,851-22.8% | $4,869-54.8% |
| Participant deferral / active EE | $5,718 | $3,901+46.6% | $3,517+62.6% | $5,287+8.1% |
| Admin fee / account holder | $23 | $5,263-99.6% | $4,510-99.5% | $10,132-99.8% |