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 | $59,669 | $215,361-72.3% | $171,082-65.1% | $273,961-78.2% |
| Participation rate | 77.8% | 82.0%-4.2pp | 76.7%+1.1pp | 83.0%-5.2pp |
| Annual return | 12.76% | 25.14%-12.4pp | 32.56%-19.8pp | 41.45%-28.7pp |
| Employer contribution / active EE | $676 | $4,967-86.4% | $4,002-83.1% | $4,869-86.1% |
| Participant deferral / active EE | $1,689 | $5,543-69.5% | $4,797-64.8% | $5,287-68.1% |
| Admin fee / account holder | $200 | $10,846-98.2% | $8,520-97.7% | $10,132-98.0% |