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 | $40,925 | $64,307-36.4% | $57,343-28.6% | $125,391-67.4% |
| Participation rate | 71.4% | 78.6%-7.2pp | 75.1%-3.7pp | 83.2%-11.8pp |
| Annual return | 1.94% | 25.12%-23.2pp | 24.39%-22.4pp | 282.22%-280.3pp |
| Employer contribution / active EE | $2,232 | $3,193-30.1% | $2,689-17.0% | $4,866-54.1% |
| Participant deferral / active EE | $6,254 | $3,848+62.5% | $3,162+97.8% | $5,352+16.9% |
| Admin fee / account holder | $257 | $5,242-95.1% | $3,356-92.3% | $9,540-97.3% |