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 | $17,848 | $69,207-74.2% | $64,056-72.1% | $139,434-87.2% |
| Participation rate | 94.1% | 75.6%+18.5pp | 72.3%+21.8pp | 80.3%+13.8pp |
| Annual return | 20.56% | 45.88%-25.3pp | 33.69%-13.1pp | 372.94%-352.4pp |
| Employer contribution / active EE | $1,567 | $3,182-50.8% | $2,747-42.9% | $4,751-67.0% |
| Participant deferral / active EE | $2,938 | $4,682-37.2% | $3,880-24.3% | $6,710-56.2% |
| Admin fee / account holder | $189 | $4,244-95.6% | $3,068-93.8% | $11,403-98.3% |