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 | $34,433 | $103,376-66.7% | $87,100-60.5% | $152,861-77.5% |
| Participation rate | 88.2% | 79.3%+8.9pp | 76.9%+11.4pp | 82.4%+5.8pp |
| Annual return | 19.58% | 28.10%-8.5pp | 28.19%-8.6pp | 345.32%-325.7pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,815 | $4,778-41.1% | $4,049-30.5% | $5,850-51.9% |
| Admin fee / account holder | $180 | $12,205-98.5% | $7,497-97.6% | $11,596-98.4% |