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 | $118,427-54.4% | $66,042-18.2% | $142,382-62.1% |
| Participation rate | 95.7% | 68.1%+27.5pp | 67.5%+28.1pp | 80.1%+15.5pp |
| Annual return | 10.45% | 35.57%-25.1pp | 52.11%-41.7pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,909 | $2,570-25.7% | $1,579+20.9% | $4,299-55.6% |
| Participant deferral / active EE | $2,180 | $4,311-49.4% | $2,835-23.1% | $6,507-66.5% |
| Admin fee / account holder | $49 | $9,593-99.5% | $5,747-99.2% | $12,624-99.6% |