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 | $26,983 | $54,705-50.7% | $71,209-62.1% | $84,808-68.2% |
| Participation rate | 75.9% | 64.1%+11.8pp | 73.8%+2.1pp | 68.3%+7.6pp |
| Annual return | 19.78% | 35.90%-16.1pp | 282.51%-262.7pp | 40.90%-21.1pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,522 | $3,030+16.2% | $4,175-15.6% | $4,212-16.4% |
| Admin fee / account holder | $45 | $4,863-99.1% | $5,349-99.2% | $7,344-99.4% |