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 | $26,891 | $91,190-70.5% | $178,490-84.9% | $79,858-66.3% |
| Participation rate | 96.4% | 69.2%+27.2pp | 81.9%+14.5pp | 69.6%+26.8pp |
| Annual return | 17.88% | 24.19%-6.3pp | 151.07%-133.2pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,967 | $3,256-39.6% | $5,011-60.7% | $2,471-20.4% |
| Participant deferral / active EE | $931 | $3,236-71.2% | $5,202-82.1% | $3,740-75.1% |
| Admin fee / account holder | $148 | $6,751-97.8% | $13,984-98.9% | $5,306-97.2% |