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 | $39,217 | $48,795-19.6% | $65,493-40.1% | $84,808-53.8% |
| Participation rate | 74.4% | 67.0%+7.4pp | 73.1%+1.3pp | 68.3%+6.0pp |
| Annual return | 14.79% | 20.20%-5.4pp | 982.45%-967.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,397 | $2,928-52.3% | $3,961-64.7% | $4,212-66.8% |
| Admin fee / account holder | $146 | $3,877-96.2% | $5,028-97.1% | $7,344-98.0% |