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 | $28,450 | $111,754-74.5% | $103,333-72.5% | $145,922-80.5% |
| Participation rate | 81.0% | 77.9%+3.0pp | 74.5%+6.4pp | 80.3%+0.7pp |
| Annual return | 10.77% | 24.77%-14.0pp | 24.88%-14.1pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,038 | $4,212-75.3% | $3,868-73.2% | $4,660-77.7% |
| Participant deferral / active EE | $4,195 | $5,619-25.3% | $5,057-17.0% | $6,688-37.3% |
| Admin fee / account holder | $243 | $9,750-97.5% | $8,355-97.1% | $13,397-98.2% |