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 | $29,019 | $65,395-55.6% | $182,532-84.1% | $72,985-60.2% |
| Participation rate | 72.4% | 65.4%+7.0pp | 78.0%-5.6pp | 69.5%+2.9pp |
| Annual return | 43.90% | 27.68%+16.2pp | 148.54%-104.6pp | 81.00%-37.1pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,898 | $3,563+9.4% | $5,524-29.4% | $3,607+8.1% |
| Admin fee / account holder | $239 | $4,245-94.4% | $8,592-97.2% | $5,124-95.3% |