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 | $58,947 | $124,281-52.6% | $109,143-46.0% | $167,490-64.8% |
| Participation rate | 71.4% | 79.4%-8.0pp | 75.9%-4.4pp | 82.1%-10.7pp |
| Annual return | 15.56% | 26.04%-10.5pp | 25.75%-10.2pp | 478.56%-463.0pp |
| Employer contribution / active EE | $1,694 | $4,207-59.7% | $3,722-54.5% | $4,837-65.0% |
| Participant deferral / active EE | $1,843 | $5,255-64.9% | $4,653-60.4% | $6,341-70.9% |
| Admin fee / account holder | $18 | $7,970-99.8% | $6,752-99.7% | $12,309-99.9% |