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 | $64,853 | $84,233-23.0% | $170,442-61.9% | $70,131-7.5% |
| Participation rate | 73.5% | 70.8%+2.7pp | 83.6%-10.1pp | 69.5%+4.0pp |
| Annual return | 13.53% | 23.06%-9.5pp | 205.93%-192.4pp | 73.14%-59.6pp |
| Employer contribution / active EE | $1,373 | $3,387-59.5% | $5,433-74.7% | $2,342-41.4% |
| Participant deferral / active EE | $2,413 | $3,086-21.8% | $4,939-51.1% | $3,332-27.6% |
| Admin fee / account holder | $94 | $5,698-98.3% | $13,880-99.3% | $4,645-98.0% |