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 | $24,721 | $58,828-58.0% | $77,999-68.3% | $62,891-60.7% |
| Participation rate | 84.6% | 71.1%+13.6pp | 75.5%+9.1pp | 69.3%+15.3pp |
| Annual return | 5.68% | 17.16%-11.5pp | 425.96%-420.3pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,771 | $2,686-34.1% | $3,497-49.4% | $3,203-44.7% |
| Admin fee / account holder | $7 | $4,393-99.9% | $5,480-99.9% | $4,296-99.8% |