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 | $27,923 | $115,770-75.9% | $101,248-72.4% | $158,922-82.4% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 12.37% | 56.14%-43.8pp | 46.47%-34.1pp | 302.83%-290.5pp |
| Employer contribution / active EE | $3,592 | $4,175-13.9% | $3,660-1.8% | $4,761-24.6% |
| Participant deferral / active EE | $0 | $4,957-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $272 | $7,245-96.2% | $5,945-95.4% | $11,246-97.6% |