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 | $23,161 | $94,752-75.6% | $112,887-79.5% | $139,434-83.4% |
| Participation rate | 78.3% | 81.3%-3.0pp | 80.5%-2.2pp | 80.3%-2.1pp |
| Annual return | 17.38% | 40.88%-23.5pp | 34.10%-16.7pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,669 | $4,625-63.9% | $4,563-63.4% | $4,751-64.9% |
| Participant deferral / active EE | $2,169 | $6,512-66.7% | $6,513-66.7% | $6,710-67.7% |
| Admin fee / account holder | $247 | $8,527-97.1% | $7,047-96.5% | $11,403-97.8% |