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 | $38,580 | $176,377-78.1% | $134,143-71.2% | $158,922-75.7% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 16.10% | 63.63%-47.5pp | 36.33%-20.2pp | 302.83%-286.7pp |
| Employer contribution / active EE | $416 | $5,040-91.7% | $3,704-88.8% | $4,761-91.3% |
| Participant deferral / active EE | $1,694 | $4,091-58.6% | $3,499-51.6% | $5,982-71.7% |
| Admin fee / account holder | $251 | $8,718-97.1% | $6,684-96.2% | $11,246-97.8% |