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 | $37,642 | $91,190-58.7% | $178,490-78.9% | $79,858-52.9% |
| Participation rate | 75.0% | 69.2%+5.8pp | 81.9%-6.9pp | 69.6%+5.4pp |
| Annual return | 18.31% | 24.19%-5.9pp | 151.07%-132.8pp | 31.71%-13.4pp |
| Employer contribution / active EE | $668 | $3,256-79.5% | $5,011-86.7% | $2,471-73.0% |
| Participant deferral / active EE | $1,848 | $3,236-42.9% | $5,202-64.5% | $3,740-50.6% |
| Admin fee / account holder | $60 | $6,751-99.1% | $13,984-99.6% | $5,306-98.9% |