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 | $39,394 | $85,202-53.8% | $172,739-77.2% | $72,985-46.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.66% | 27.32%-2.7pp | 802.84%-778.2pp | 81.00%-56.3pp |
| Employer contribution / active EE | $923 | $3,324-72.2% | $5,143-82.1% | $2,440-62.2% |
| Participant deferral / active EE | $3,120 | $3,260-4.3% | $5,198-40.0% | $3,607-13.5% |
| Admin fee / account holder | $267 | $5,884-95.5% | $13,954-98.1% | $5,124-94.8% |