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 | $86,319 | $138,347-37.6% | $184,203-53.1% | $80,856+6.8% |
| Participation rate | 73.5% | 83.9%-10.3pp | 86.8%-13.3pp | 67.6%+5.9pp |
| Annual return | 14.65% | 20.02%-5.4pp | 28.81%-14.2pp | 35.59%-20.9pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,973 | $7,071-29.7% | $9,131-45.5% | $4,296+15.8% |
| Admin fee / account holder | $64 | $10,483-99.4% | $13,901-99.5% | $6,918-99.1% |