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 | $23,659 | $48,046-50.8% | $84,611-72.0% | $72,985-67.6% |
| Participation rate | 74.3% | 57.6%+16.7pp | 68.2%+6.1pp | 69.5%+4.8pp |
| Annual return | 21.61% | 37.38%-15.8pp | 258.74%-237.1pp | 81.00%-59.4pp |
| Employer contribution / active EE | $1,320 | $1,602-17.6% | $2,652-50.2% | $2,440-45.9% |
| Participant deferral / active EE | $2,037 | $2,680-24.0% | $3,899-47.7% | $3,607-43.5% |
| Admin fee / account holder | $264 | $3,395-92.2% | $4,912-94.6% | $5,124-94.9% |