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 | $44,010 | $96,557-54.4% | $80,975-45.7% | $273,961-83.9% |
| Participation rate | 73.3% | 79.1%-5.8pp | 75.8%-2.5pp | 83.0%-9.7pp |
| Annual return | 8.20% | 15.14%-6.9pp | 17.10%-8.9pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,644 | $4,868-66.2% | $3,714-55.7% | $4,869-66.2% |
| Participant deferral / active EE | $2,480 | $6,598-62.4% | $5,696-56.5% | $5,287-53.1% |
| Admin fee / account holder | $25 | $7,492-99.7% | $5,516-99.5% | $10,132-99.8% |