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 | $22,122 | $124,281-82.2% | $109,143-79.7% | $167,490-86.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 14.13% | 26.04%-11.9pp | 25.75%-11.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $908 | $4,207-78.4% | $3,722-75.6% | $4,837-81.2% |
| Participant deferral / active EE | $3,322 | $5,255-36.8% | $4,653-28.6% | $6,341-47.6% |
| Admin fee / account holder | $263 | $7,970-96.7% | $6,752-96.1% | $12,309-97.9% |