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 | $39,982 | $77,314-48.3% | $177,989-77.5% | $80,856-50.6% |
| Participation rate | 92.9% | 65.7%+27.2pp | 77.1%+15.8pp | 67.6%+25.2pp |
| Annual return | 12.20% | 18.09%-5.9pp | 294.48%-282.3pp | 35.59%-23.4pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,320 | $4,411+88.6% | $6,276+32.6% | $4,296+93.7% |
| Admin fee / account holder | $130 | $7,191-98.2% | $10,363-98.7% | $6,918-98.1% |