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 | $19,626 | $95,416-79.4% | $185,823-89.4% | $85,850-77.1% |
| Participation rate | 78.3% | 68.8%+9.5pp | 81.7%-3.4pp | 69.3%+8.9pp |
| Annual return | 30.62% | 23.59%+7.0pp | 122.05%-91.4pp | 318.53%-287.9pp |
| Employer contribution / active EE | $1,227 | $3,314-63.0% | $5,167-76.3% | $2,565-52.2% |
| Participant deferral / active EE | $2,032 | $3,423-40.7% | $5,568-63.5% | $3,952-48.6% |
| Admin fee / account holder | $203 | $7,213-97.2% | $16,237-98.7% | $6,260-96.8% |