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 | $53,033 | $110,257-51.9% | $96,544-45.1% | $139,434-62.0% |
| Participation rate | 78.6% | 78.1%+0.5pp | 76.0%+2.6pp | 80.3%-1.7pp |
| Annual return | 17.94% | 26.32%-8.4pp | 25.84%-7.9pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,912 | $3,620-47.2% | $2,965-35.5% | $4,751-59.8% |
| Participant deferral / active EE | $3,544 | $5,548-36.1% | $4,851-27.0% | $6,710-47.2% |
| Admin fee / account holder | $160 | $11,591-98.6% | $8,252-98.1% | $11,403-98.6% |