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 | $14,361 | $91,190-84.3% | $178,490-92.0% | $79,858-82.0% |
| Participation rate | 78.6% | 69.2%+9.4pp | 81.9%-3.4pp | 69.6%+8.9pp |
| Annual return | 19.59% | 24.19%-4.6pp | 151.07%-131.5pp | 31.71%-12.1pp |
| Employer contribution / active EE | $1,239 | $3,256-61.9% | $5,011-75.3% | $2,471-49.9% |
| Participant deferral / active EE | $1,723 | $3,236-46.8% | $5,202-66.9% | $3,740-53.9% |
| Admin fee / account holder | $274 | $6,751-95.9% | $13,984-98.0% | $5,306-94.8% |