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 | $33,489 | $95,416-64.9% | $185,823-82.0% | $85,850-61.0% |
| Participation rate | 98.1% | 68.8%+29.4pp | 81.7%+16.4pp | 69.3%+28.8pp |
| Annual return | 11.71% | 23.59%-11.9pp | 122.05%-110.3pp | 318.53%-306.8pp |
| Employer contribution / active EE | $2,547 | $3,314-23.1% | $5,167-50.7% | $2,565-0.7% |
| Participant deferral / active EE | $3,262 | $3,423-4.7% | $5,568-41.4% | $3,952-17.5% |
| Admin fee / account holder | $193 | $7,213-97.3% | $16,237-98.8% | $6,260-96.9% |