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 | $19,603 | $95,416-79.5% | $185,823-89.5% | $85,850-77.2% |
| Participation rate | 83.3% | 68.8%+14.6pp | 81.7%+1.6pp | 69.3%+14.0pp |
| Annual return | 18.79% | 23.59%-4.8pp | 122.05%-103.3pp | 318.53%-299.7pp |
| Employer contribution / active EE | $1,119 | $3,314-66.2% | $5,167-78.3% | $2,565-56.4% |
| Participant deferral / active EE | $2,628 | $3,423-23.2% | $5,568-52.8% | $3,952-33.5% |
| Admin fee / account holder | $162 | $7,213-97.8% | $16,237-99.0% | $6,260-97.4% |