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 | $26,749 | $135,952-80.3% | $123,892-78.4% | $273,961-90.2% |
| Participation rate | 78.6% | 84.1%-5.5pp | 81.4%-2.8pp | 83.0%-4.4pp |
| Annual return | 14.05% | 56.63%-42.6pp | 47.52%-33.5pp | 41.45%-27.4pp |
| Employer contribution / active EE | $1,665 | $5,170-67.8% | $4,617-63.9% | $4,869-65.8% |
| Participant deferral / active EE | $9,900 | $6,343+56.1% | $5,984+65.4% | $5,287+87.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |