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 | $38,251 | $78,705-51.4% | $117,854-67.5% | $70,131-45.5% |
| Participation rate | 97.4% | 73.2%+24.2pp | 79.7%+17.8pp | 69.5%+27.9pp |
| Annual return | 18.99% | 23.30%-4.3pp | 335.08%-316.1pp | 73.14%-54.1pp |
| Employer contribution / active EE | $1,652 | $2,223-25.7% | $3,786-56.4% | $2,342-29.5% |
| Participant deferral / active EE | $2,060 | $3,297-37.5% | $4,482-54.0% | $3,332-38.2% |
| Admin fee / account holder | $247 | $5,065-95.1% | $8,020-96.9% | $4,645-94.7% |