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 | $43,933 | $154,117-71.5% | $129,995-66.2% | $139,434-68.5% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 18.11% | 32.48%-14.4pp | -137.18%+155.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $1,697 | $5,289-67.9% | $4,320-60.7% | $4,751-64.3% |
| Participant deferral / active EE | $3,297 | $6,710-50.9% | $5,820-43.4% | $6,710-50.9% |
| Admin fee / account holder | $99 | $14,007-99.3% | $10,614-99.1% | $11,403-99.1% |