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 | $50,627 | $51,175-1.1% | $70,515-28.2% | $75,163-32.6% |
| Participation rate | 72.4% | 60.9%+11.5pp | 68.3%+4.1pp | 67.2%+5.2pp |
| Annual return | 16.47% | 30.02%-13.6pp | 32.77%-16.3pp | 160.62%-144.2pp |
| Employer contribution / active EE | $508 | $1,826-72.2% | $2,973-82.9% | $2,670-81.0% |
| Participant deferral / active EE | $1,426 | $2,849-49.9% | $4,567-68.8% | $4,125-65.4% |
| Admin fee / account holder | $130 | $4,091-96.8% | $6,412-98.0% | $5,651-97.7% |