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 | $15,609 | $77,634-79.9% | $156,549-90.0% | $62,891-75.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.00% | 50.32%-41.3pp | 32.23%-23.2pp | 20.14%-11.1pp |
| Employer contribution / active EE | $874 | $3,444-74.6% | $5,501-84.1% | $2,281-61.7% |
| Participant deferral / active EE | $3,598 | $3,045+18.1% | $4,871-26.1% | $3,203+12.3% |
| Admin fee / account holder | $95 | $5,561-98.3% | $13,027-99.3% | $4,296-97.8% |