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 | $22,156 | $65,365-66.1% | $92,893-76.1% | $72,985-69.6% |
| Participation rate | 75.0% | 68.3%+6.7pp | 76.0%-1.0pp | 69.5%+5.5pp |
| Annual return | 20.37% | 42.10%-21.7pp | 109.41%-89.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,816 | $3,128-42.0% | $4,236-57.1% | $3,607-49.7% |
| Admin fee / account holder | $200 | $4,251-95.3% | $5,794-96.6% | $5,124-96.1% |