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 | $29,389 | $70,756-58.5% | $65,493-55.1% | $142,382-79.4% |
| Participation rate | 94.4% | 77.4%+17.1pp | 73.1%+21.4pp | 80.1%+14.3pp |
| Annual return | 16.03% | 1754.89%-1738.9pp | 982.45%-966.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,492 | $2,881+21.2% | $2,574+35.7% | $4,299-18.8% |
| Participant deferral / active EE | $2,808 | $4,637-39.4% | $3,961-29.1% | $6,507-56.8% |
| Admin fee / account holder | $225 | $6,559-96.6% | $5,028-95.5% | $12,624-98.2% |