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 | $26,725 | $116,175-77.0% | $93,606-71.4% | $152,861-82.5% |
| Participation rate | 93.3% | 78.0%+15.3pp | 75.8%+17.5pp | 82.4%+10.9pp |
| Annual return | 20.30% | 35.96%-15.7pp | 32.76%-12.5pp | 345.32%-325.0pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,914 | $4,603-36.7% | $4,069-28.4% | $5,850-50.2% |
| Admin fee / account holder | $124 | $10,748-98.8% | $7,888-98.4% | $11,596-98.9% |