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 | $30,345 | $90,503-66.5% | $78,689-61.4% | $273,961-88.9% |
| Participation rate | 72.7% | 76.5%-3.8pp | 73.6%-0.8pp | 83.0%-10.3pp |
| Annual return | 9.78% | 75.60%-65.8pp | 62.18%-52.4pp | 41.45%-31.7pp |
| Employer contribution / active EE | $1,703 | $3,176-46.4% | $2,851-40.3% | $4,869-65.0% |
| Participant deferral / active EE | $3,060 | $3,901-21.6% | $3,517-13.0% | $5,287-42.1% |
| Admin fee / account holder | $47 | $5,263-99.1% | $4,510-99.0% | $10,132-99.5% |