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 | $27,954 | $132,239-78.9% | $105,722-73.6% | $273,961-89.8% |
| Participation rate | 85.7% | 83.2%+2.5pp | 78.9%+6.8pp | 83.0%+2.7pp |
| Annual return | 8.38% | 10.07%-1.7pp | 12.25%-3.9pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,017 | $4,867-58.5% | $4,079-50.5% | $4,869-58.6% |
| Participant deferral / active EE | $5,312 | $6,233-14.8% | $5,326-0.3% | $5,287+0.5% |
| Admin fee / account holder | $0 | $12,032-100.0% | $8,308-100.0% | $10,132-100.0% |