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 | $17,008 | $58,927-71.1% | $76,817-77.9% | $72,985-76.7% |
| Participation rate | 94.1% | 67.3%+26.8pp | 72.1%+22.0pp | 69.5%+24.6pp |
| Annual return | 25.06% | 2305.64%-2280.6pp | 1166.11%-1141.1pp | 81.00%-55.9pp |
| Employer contribution / active EE | $1,293 | $1,787-27.6% | $2,302-43.8% | $2,440-47.0% |
| Participant deferral / active EE | $1,889 | $2,690-29.8% | $3,336-43.4% | $3,607-47.6% |
| Admin fee / account holder | $161 | $4,013-96.0% | $6,420-97.5% | $5,124-96.9% |