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 | $16,223 | $90,503-82.1% | $78,689-79.4% | $273,961-94.1% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 9.29% | 75.60%-66.3pp | 62.18%-52.9pp | 41.45%-32.2pp |
| Employer contribution / active EE | $1,402 | $3,176-55.8% | $2,851-50.8% | $4,869-71.2% |
| Participant deferral / active EE | $3,753 | $3,901-3.8% | $3,517+6.7% | $5,287-29.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |