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 | $46,431 | $100,901-54.0% | $75,670-38.6% | $147,584-68.5% |
| Participation rate | 71.4% | 77.1%-5.7pp | 72.3%-0.9pp | 82.8%-11.4pp |
| Annual return | 15.49% | 35.78%-20.3pp | 27.34%-11.9pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,514 | $3,253-53.5% | $2,352-35.6% | $4,876-69.0% |
| Participant deferral / active EE | $3,504 | $4,027-13.0% | $3,142+11.5% | $5,439-35.6% |
| Admin fee / account holder | $40 | $11,285-99.6% | $5,800-99.3% | $10,885-99.6% |