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 | $22,779 | $48,795-53.3% | $65,493-65.2% | $84,808-73.1% |
| Participation rate | 87.9% | 67.0%+21.0pp | 73.1%+14.8pp | 68.3%+19.6pp |
| Annual return | 14.40% | 20.20%-5.8pp | 982.45%-968.0pp | 40.90%-26.5pp |
| Employer contribution / active EE | $425 | $1,930-78.0% | $2,574-83.5% | $2,631-83.9% |
| Participant deferral / active EE | $2,503 | $2,928-14.5% | $3,961-36.8% | $4,212-40.6% |
| Admin fee / account holder | $263 | $3,877-93.2% | $5,028-94.8% | $7,344-96.4% |