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 | $35,031 | $126,574-72.3% | $106,213-67.0% | $145,922-76.0% |
| Participation rate | 84.6% | 77.6%+7.0pp | 75.3%+9.3pp | 80.3%+4.3pp |
| Annual return | 12.90% | 224.79%-211.9pp | 116.14%-103.2pp | 561.29%-548.4pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,265 | $5,724-43.0% | $5,016-34.9% | $6,688-51.2% |
| Admin fee / account holder | $20 | $17,304-99.9% | $11,033-99.8% | $13,397-99.9% |