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 | $44,860 | $81,208-44.8% | $98,907-54.6% | $79,858-43.8% |
| Participation rate | 96.8% | 72.5%+24.3pp | 76.0%+20.8pp | 69.6%+27.1pp |
| Annual return | 15.55% | 60.99%-45.4pp | 196.43%-180.9pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,807 | $1,960-7.8% | $2,689-32.8% | $2,471-26.9% |
| Participant deferral / active EE | $3,590 | $3,265+10.0% | $4,244-15.4% | $3,740-4.0% |
| Admin fee / account holder | $297 | $6,013-95.1% | $6,642-95.5% | $5,306-94.4% |