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 | $81,403 | $117,381-30.7% | $99,443-18.1% | $152,861-46.7% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.4%-7.4pp |
| Annual return | 25.48% | 31.87%-6.4pp | 30.72%-5.2pp | 345.32%-319.8pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,020 | $4,086-26.1% | $3,619-16.5% | $5,850-48.4% |
| Admin fee / account holder | $21 | $7,631-99.7% | $6,250-99.7% | $11,596-99.8% |