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 | $30,428 | $106,515-71.4% | $96,683-68.5% | $139,434-78.2% |
| Participation rate | 70.6% | 77.8%-7.3pp | 74.3%-3.8pp | 80.3%-9.7pp |
| Annual return | 17.42% | 38.43%-21.0pp | 35.69%-18.3pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,664 | $4,103-59.4% | $3,737-55.5% | $4,751-65.0% |
| Participant deferral / active EE | $4,844 | $5,454-11.2% | $4,878-0.7% | $6,710-27.8% |
| Admin fee / account holder | $75 | $7,877-99.0% | $6,730-98.9% | $11,403-99.3% |