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 | $46,938 | $92,985-49.5% | $153,485-69.4% | $80,856-41.9% |
| Participation rate | 73.5% | 69.0%+4.6pp | 77.1%-3.6pp | 67.6%+5.9pp |
| Annual return | 12.34% | 19.95%-7.6pp | 15.65%-3.3pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,662 | $3,507-24.1% | $5,039-47.2% | $2,755-3.4% |
| Participant deferral / active EE | $5,073 | $5,178-2.0% | $6,757-24.9% | $4,296+18.1% |
| Admin fee / account holder | $134 | $8,880-98.5% | $12,724-99.0% | $6,918-98.1% |