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 | $40,210 | $107,791-62.7% | $90,645-55.6% | $135,375-70.3% |
| Participation rate | 75.0% | 78.0%-3.0pp | 74.0%+1.0pp | 82.6%-7.6pp |
| Annual return | 7.74% | -0.90%+8.6pp | 1.88%+5.9pp | 519.73%-512.0pp |
| Employer contribution / active EE | $1,341 | $3,018-55.6% | $2,532-47.0% | $4,779-71.9% |
| Participant deferral / active EE | $10,115 | $3,872+161.2% | $3,425+195.4% | $5,609+80.3% |
| Admin fee / account holder | $15 | $5,930-99.7% | $4,994-99.7% | $10,827-99.9% |