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 | $57,988 | $99,032-41.4% | $80,019-27.5% | $135,375-57.2% |
| Participation rate | 71.4% | 78.4%-6.9pp | 75.8%-4.4pp | 82.6%-11.2pp |
| Annual return | 21.33% | 15.39%+5.9pp | 11.22%+10.1pp | 519.73%-498.4pp |
| Employer contribution / active EE | $1,856 | $3,043-39.0% | $2,468-24.8% | $4,779-61.2% |
| Participant deferral / active EE | $2,917 | $4,282-31.9% | $3,686-20.9% | $5,609-48.0% |
| Admin fee / account holder | $19 | $10,436-99.8% | $6,521-99.7% | $10,827-99.8% |