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 | $18,820 | $118,849-84.2% | $96,562-80.5% | $167,490-88.8% |
| Participation rate | 70.0% | 75.5%-5.5pp | 69.8%+0.2pp | 82.1%-12.1pp |
| Annual return | 18.37% | 50.49%-32.1pp | 37.78%-19.4pp | 478.56%-460.2pp |
| Employer contribution / active EE | $1,125 | $3,120-63.9% | $2,356-52.3% | $4,837-76.7% |
| Participant deferral / active EE | $1,609 | $4,616-65.1% | $3,849-58.2% | $6,341-74.6% |
| Admin fee / account holder | $219 | $8,065-97.3% | $6,181-96.5% | $12,309-98.2% |