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 | $29,969 | $107,934-72.2% | $91,989-67.4% | $152,861-80.4% |
| Participation rate | 92.3% | 81.2%+11.1pp | 78.6%+13.7pp | 82.4%+9.9pp |
| Annual return | 19.54% | 89.24%-69.7pp | 69.02%-49.5pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,636 | $4,210-61.1% | $3,452-52.6% | $4,762-65.7% |
| Participant deferral / active EE | $5,160 | $6,364-18.9% | $5,923-12.9% | $5,850-11.8% |
| Admin fee / account holder | $119 | $10,520-98.9% | $7,743-98.5% | $11,596-99.0% |