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 | $34,736 | $77,634-55.3% | $156,549-77.8% | $62,891-44.8% |
| Participation rate | 96.6% | 71.2%+25.4pp | 84.0%+12.5pp | 69.3%+27.2pp |
| Annual return | 6.33% | 50.32%-44.0pp | 32.23%-25.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,539 | $3,444-55.3% | $5,501-72.0% | $2,281-32.5% |
| Participant deferral / active EE | $3,767 | $3,045+23.7% | $4,871-22.7% | $3,203+17.6% |
| Admin fee / account holder | $20 | $5,561-99.6% | $13,027-99.8% | $4,296-99.5% |