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 | $38,592 | $93,346-58.7% | $71,796-46.2% | $273,961-85.9% |
| Participation rate | 71.4% | 76.5%-5.1pp | 69.1%+2.3pp | 83.0%-11.6pp |
| Annual return | 7.97% | 130.39%-122.4pp | 78.04%-70.1pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,542 | $2,733-43.6% | $1,924-19.9% | $4,869-68.3% |
| Participant deferral / active EE | $1,408 | $3,475-59.5% | $2,794-49.6% | $5,287-73.4% |
| Admin fee / account holder | $142 | $6,571-97.8% | $4,815-97.1% | $10,132-98.6% |