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 | $23,524 | $84,233-72.1% | $170,442-86.2% | $70,131-66.5% |
| Participation rate | 71.4% | 70.8%+0.6pp | 83.6%-12.2pp | 69.5%+1.9pp |
| Annual return | 16.14% | 23.06%-6.9pp | 205.93%-189.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,085 | $3,387-68.0% | $5,433-80.0% | $2,342-53.7% |
| Participant deferral / active EE | $1,503 | $3,086-51.3% | $4,939-69.6% | $3,332-54.9% |
| Admin fee / account holder | $146 | $5,698-97.4% | $13,880-98.9% | $4,645-96.8% |