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 | $42,357 | $98,240-56.9% | $82,313-48.5% | $147,584-71.3% |
| Participation rate | 76.9% | 79.7%-2.8pp | 76.9%0pp | 82.8%-5.9pp |
| Annual return | 21.48% | 30.85%-9.4pp | 25.88%-4.4pp | 578.55%-557.1pp |
| Employer contribution / active EE | $1,498 | $3,192-53.1% | $2,428-38.3% | $4,876-69.3% |
| Participant deferral / active EE | $3,447 | $4,383-21.4% | $3,706-7.0% | $5,439-36.6% |
| Admin fee / account holder | $239 | $8,563-97.2% | $5,608-95.7% | $10,885-97.8% |