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 | $28,616 | $69,207-58.7% | $64,056-55.3% | $139,434-79.5% |
| Participation rate | 81.3% | 75.6%+5.7pp | 72.3%+8.9pp | 80.3%+0.9pp |
| Annual return | 23.95% | 45.88%-21.9pp | 33.69%-9.7pp | 372.94%-349.0pp |
| Employer contribution / active EE | $1,611 | $3,182-49.4% | $2,747-41.4% | $4,751-66.1% |
| Participant deferral / active EE | $4,497 | $4,682-3.9% | $3,880+15.9% | $6,710-33.0% |
| Admin fee / account holder | $93 | $4,244-97.8% | $3,068-97.0% | $11,403-99.2% |