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 | $56,659 | $91,037-37.8% | $71,671-20.9% | $147,584-61.6% |
| Participation rate | 85.7% | 76.1%+9.6pp | 68.7%+17.0pp | 82.8%+2.9pp |
| Annual return | 13.25% | 20.48%-7.2pp | 20.65%-7.4pp | 578.55%-565.3pp |
| Employer contribution / active EE | $1,487 | $3,327-55.3% | $2,460-39.5% | $4,876-69.5% |
| Participant deferral / active EE | $3,524 | $4,498-21.7% | $3,438+2.5% | $5,439-35.2% |
| Admin fee / account holder | $297 | $8,613-96.5% | $5,558-94.7% | $10,885-97.3% |