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 | $46,315 | $111,754-58.6% | $103,333-55.2% | $145,922-68.3% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 13.70% | 24.77%-11.1pp | 24.88%-11.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,540 | $4,212-63.4% | $3,868-60.2% | $4,660-66.9% |
| Participant deferral / active EE | $4,991 | $5,619-11.2% | $5,057-1.3% | $6,688-25.4% |
| Admin fee / account holder | $257 | $9,750-97.4% | $8,355-96.9% | $13,397-98.1% |