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 | $54,017 | $116,167-53.5% | $64,489-16.2% | $137,256-60.6% |
| Participation rate | 95.7% | 68.2%+27.5pp | 67.7%+28.0pp | 80.0%+15.7pp |
| Annual return | 10.45% | 36.55%-26.1pp | 55.03%-44.6pp | 220.34%-209.9pp |
| Employer contribution / active EE | $1,909 | $2,483-23.1% | $1,523+25.3% | $4,156-54.1% |
| Participant deferral / active EE | $2,180 | $4,215-48.3% | $2,778-21.5% | $6,407-66.0% |
| Admin fee / account holder | $49 | $6,188-99.2% | $4,260-98.9% | $12,270-99.6% |