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 | $22,899 | $59,839-61.7% | $81,983-72.1% | $79,858-71.3% |
| Participation rate | 85.7% | 61.6%+24.1pp | 69.2%+16.5pp | 69.6%+16.1pp |
| Annual return | 16.80% | 17.56%-0.8pp | 41.31%-24.5pp | 31.71%-14.9pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,364 | $2,695+24.8% | $3,722-9.6% | $3,740-10.1% |
| Admin fee / account holder | $12 | $4,287-99.7% | $5,664-99.8% | $5,306-99.8% |