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 | $55,875 | $103,376-45.9% | $87,100-35.8% | $152,861-63.4% |
| Participation rate | 79.2% | 79.3%-0.2pp | 76.9%+2.3pp | 82.4%-3.3pp |
| Annual return | 24.95% | 28.10%-3.1pp | 28.19%-3.2pp | 345.32%-320.4pp |
| Employer contribution / active EE | $1,262 | $3,220-60.8% | $2,521-49.9% | $4,762-73.5% |
| Participant deferral / active EE | $2,317 | $4,778-51.5% | $4,049-42.8% | $5,850-60.4% |
| Admin fee / account holder | $207 | $12,205-98.3% | $7,497-97.2% | $11,596-98.2% |