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 | $29,513 | $102,317-71.2% | $146,958-79.9% | $80,856-63.5% |
| Participation rate | 95.5% | 75.8%+19.6pp | 82.2%+13.3pp | 67.6%+27.8pp |
| Annual return | 16.58% | 134.76%-118.2pp | 418.34%-401.8pp | 35.59%-19.0pp |
| Employer contribution / active EE | $1,915 | $3,713-48.4% | $4,933-61.2% | $2,755-30.5% |
| Participant deferral / active EE | $2,879 | $6,644-56.7% | $8,070-64.3% | $4,296-33.0% |
| Admin fee / account holder | $299 | $7,941-96.2% | $12,998-97.7% | $6,918-95.7% |