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 | $23,326 | $110,257-78.8% | $96,544-75.8% | $139,434-83.3% |
| Participation rate | 93.3% | 78.1%+15.2pp | 76.0%+17.4pp | 80.3%+13.0pp |
| Annual return | 13.99% | 26.32%-12.3pp | 25.84%-11.9pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,624 | $3,620-55.1% | $2,965-45.2% | $4,751-65.8% |
| Participant deferral / active EE | $2,105 | $5,548-62.1% | $4,851-56.6% | $6,710-68.6% |
| Admin fee / account holder | $1 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |