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 | $33,210 | $117,859-71.8% | $102,438-67.6% | $145,959-77.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.63% | 31.72%-20.1pp | 29.37%-17.7pp | 561.95%-550.3pp |
| Employer contribution / active EE | $1,147 | $3,615-68.3% | $3,024-62.1% | $4,661-75.4% |
| Participant deferral / active EE | $4,086 | $5,732-28.7% | $5,054-19.1% | $6,689-38.9% |
| Admin fee / account holder | $6 | $13,318-100.0% | $9,448-99.9% | $13,398-100.0% |