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 | $29,392 | $89,753-67.3% | $107,525-72.7% | $84,808-65.3% |
| Participation rate | 96.4% | 68.1%+28.4pp | 75.1%+21.4pp | 68.3%+28.1pp |
| Annual return | 24.52% | 29.48%-5.0pp | 181.32%-156.8pp | 40.90%-16.4pp |
| Employer contribution / active EE | $2,237 | $3,113-28.1% | $3,754-40.4% | $2,631-15.0% |
| Participant deferral / active EE | $3,048 | $4,056-24.9% | $5,116-40.4% | $4,212-27.6% |
| Admin fee / account holder | $4 | $7,222-99.9% | $8,919-100.0% | $7,344-99.9% |