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 | $41,060 | $101,724-59.6% | $164,813-75.1% | $80,856-49.2% |
| Participation rate | 76.9% | 71.8%+5.1pp | 78.6%-1.7pp | 67.6%+9.3pp |
| Annual return | 26.07% | 16.72%+9.4pp | 69.93%-43.9pp | 35.59%-9.5pp |
| Employer contribution / active EE | $1,184 | $2,953-59.9% | $4,341-72.7% | $2,755-57.0% |
| Participant deferral / active EE | $3,035 | $4,477-32.2% | $6,031-49.7% | $4,296-29.4% |
| Admin fee / account holder | $278 | $8,227-96.6% | $12,690-97.8% | $6,918-96.0% |