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 | $21,047 | $81,248-74.1% | $155,509-86.5% | $80,856-74.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.65% | 33.31%-21.7pp | 64.67%-53.0pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,524 | $3,100-50.8% | $4,672-67.4% | $2,755-44.7% |
| Participant deferral / active EE | $2,568 | $3,452-25.6% | $5,626-54.4% | $4,296-40.2% |
| Admin fee / account holder | $47 | $7,997-99.4% | $15,912-99.7% | $6,918-99.3% |