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 | $37,470 | $78,422-52.2% | $95,952-60.9% | $79,858-53.1% |
| Participation rate | 88.0% | 73.5%+14.5pp | 77.1%+10.9pp | 69.6%+18.4pp |
| Annual return | 21.14% | 19.37%+1.8pp | 91.61%-70.5pp | 31.71%-10.6pp |
| Employer contribution / active EE | $743 | $1,945-61.8% | $2,541-70.8% | $2,471-69.9% |
| Participant deferral / active EE | $2,559 | $3,440-25.6% | $4,167-38.6% | $3,740-31.6% |
| Admin fee / account holder | $200 | $5,622-96.4% | $6,795-97.1% | $5,306-96.2% |