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 | $13,212 | $177,572-92.6% | $154,803-91.5% | $142,382-90.7% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 15.19% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,455 | $4,810-69.8% | $4,305-66.2% | $4,299-66.2% |
| Participant deferral / active EE | $2,793 | $6,272-55.5% | $5,540-49.6% | $6,507-57.1% |
| Admin fee / account holder | $291 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |