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 | $17,416 | $65,395-73.4% | $182,532-90.5% | $72,985-76.1% |
| Participation rate | 83.9% | 65.4%+18.5pp | 78.0%+6.0pp | 69.5%+14.4pp |
| Annual return | 19.56% | 27.68%-8.1pp | 148.54%-129.0pp | 81.00%-61.4pp |
| Employer contribution / active EE | $1,116 | $1,911-41.6% | $4,076-72.6% | $2,440-54.3% |
| Participant deferral / active EE | $1,283 | $3,563-64.0% | $5,524-76.8% | $3,607-64.4% |
| Admin fee / account holder | $161 | $4,245-96.2% | $8,592-98.1% | $5,124-96.9% |