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 | $53,715 | $84,233-36.2% | $170,442-68.5% | $70,131-23.4% |
| Participation rate | 72.3% | 70.8%+1.5pp | 83.6%-11.3pp | 69.5%+2.8pp |
| Annual return | 16.25% | 23.06%-6.8pp | 205.93%-189.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $787 | $3,387-76.8% | $5,433-85.5% | $2,342-66.4% |
| Participant deferral / active EE | $2,558 | $3,086-17.1% | $4,939-48.2% | $3,332-23.2% |
| Admin fee / account holder | $226 | $5,698-96.0% | $13,880-98.4% | $4,645-95.1% |