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 | $16,210 | $53,822-69.9% | $75,696-78.6% | $85,850-81.1% |
| Participation rate | 85.9% | 69.1%+16.8pp | 74.8%+11.1pp | 69.3%+16.6pp |
| Annual return | 14.59% | 24.54%-9.9pp | 104.53%-89.9pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,385 | $2,017-31.3% | $2,743-49.5% | $2,565-46.0% |
| Participant deferral / active EE | $1,349 | $2,895-53.4% | $3,821-64.7% | $3,952-65.9% |
| Admin fee / account holder | $175 | $3,343-94.8% | $3,619-95.2% | $6,260-97.2% |