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 | $28,567 | $65,409-56.3% | $98,442-71.0% | $85,850-66.7% |
| Participation rate | 92.1% | 65.0%+27.1pp | 73.3%+18.8pp | 69.3%+22.8pp |
| Annual return | 17.08% | 21.76%-4.7pp | 1492.73%-1475.6pp | 318.53%-301.5pp |
| Employer contribution / active EE | $806 | $2,168-62.8% | $2,960-72.8% | $2,565-68.6% |
| Participant deferral / active EE | $2,146 | $3,166-32.2% | $4,276-49.8% | $3,952-45.7% |
| Admin fee / account holder | $285 | $4,593-93.8% | $5,949-95.2% | $6,260-95.4% |