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 | $46,283 | $95,266-51.4% | $82,389-43.8% | $142,382-67.5% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.5%+10.5pp | 80.1%-0.1pp |
| Annual return | 16.13% | 25.74%-9.6pp | 28.67%-12.5pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,084 | $2,991-30.3% | $2,517-17.2% | $4,299-51.5% |
| Participant deferral / active EE | $4,627 | $4,809-3.8% | $4,155+11.4% | $6,507-28.9% |
| Admin fee / account holder | $15 | $8,563-99.8% | $7,231-99.8% | $12,624-99.9% |