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 | $27,225 | $104,251-73.9% | $91,001-70.1% | $147,584-81.6% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.6%-0.6pp | 82.8%-7.8pp |
| Annual return | 15.23% | 27.06%-11.8pp | 4.60%+10.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,437 | $3,116-53.9% | $2,456-41.5% | $4,876-70.5% |
| Participant deferral / active EE | $4,415 | $4,195+5.2% | $3,547+24.4% | $5,439-18.8% |
| Admin fee / account holder | $120 | $8,948-98.7% | $5,417-97.8% | $10,885-98.9% |