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 | $21,648 | $84,233-74.3% | $170,442-87.3% | $70,131-69.1% |
| Participation rate | 77.8% | 70.8%+6.9pp | 83.6%-5.8pp | 69.5%+8.2pp |
| Annual return | 24.17% | 23.06%+1.1pp | 205.93%-181.8pp | 73.14%-49.0pp |
| Employer contribution / active EE | $772 | $3,387-77.2% | $5,433-85.8% | $2,342-67.0% |
| Participant deferral / active EE | $1,570 | $3,086-49.1% | $4,939-68.2% | $3,332-52.9% |
| Admin fee / account holder | $111 | $5,698-98.0% | $13,880-99.2% | $4,645-97.6% |