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 | $32,618 | $53,127-38.6% | $86,590-62.3% | $70,131-53.5% |
| Participation rate | 72.7% | 65.3%+7.4pp | 73.5%-0.8pp | 69.5%+3.2pp |
| Annual return | 20.78% | 27.66%-6.9pp | 964.84%-944.1pp | 73.14%-52.4pp |
| Employer contribution / active EE | $2,019 | $2,068-2.4% | $2,839-28.9% | $2,342-13.8% |
| Participant deferral / active EE | $1,354 | $2,696-49.8% | $3,609-62.5% | $3,332-59.4% |
| Admin fee / account holder | $14 | $3,585-99.6% | $4,906-99.7% | $4,645-99.7% |