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 | $33,896 | $84,233-59.8% | $170,442-80.1% | $70,131-51.7% |
| Participation rate | 93.9% | 70.8%+23.0pp | 83.6%+10.3pp | 69.5%+24.3pp |
| Annual return | 19.33% | 23.06%-3.7pp | 205.93%-186.6pp | 73.14%-53.8pp |
| Employer contribution / active EE | $3,514 | $3,387+3.8% | $5,433-35.3% | $2,342+50.0% |
| Participant deferral / active EE | $3,735 | $3,086+21.0% | $4,939-24.4% | $3,332+12.1% |
| Admin fee / account holder | $71 | $5,698-98.8% | $13,880-99.5% | $4,645-98.5% |