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 | $53,649 | $124,425-56.9% | $112,040-52.1% | $137,256-60.9% |
| Participation rate | 86.7% | 79.3%+7.4pp | 76.5%+10.2pp | 80.0%+6.7pp |
| Annual return | 15.73% | 24.72%-9.0pp | 24.52%-8.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,595 | $5,718-54.6% | $5,098-49.1% | $6,407-59.5% |
| Admin fee / account holder | $239 | $15,207-98.4% | $12,098-98.0% | $12,270-98.1% |