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 | $76,017 | $115,882-34.4% | $100,516-24.4% | $158,922-52.2% |
| Participation rate | 78.9% | 81.6%-2.6pp | 79.4%-0.5pp | 82.0%-3.0pp |
| Annual return | 18.37% | 34.79%-16.4pp | 30.89%-12.5pp | 302.83%-284.5pp |
| Employer contribution / active EE | $1,201 | $4,103-70.7% | $3,418-64.9% | $4,761-74.8% |
| Participant deferral / active EE | $3,969 | $6,674-40.5% | $6,270-36.7% | $5,982-33.6% |
| Admin fee / account holder | $267 | $10,995-97.6% | $8,081-96.7% | $11,246-97.6% |