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 | $19,672 | $91,190-78.4% | $178,490-89.0% | $79,858-75.4% |
| Participation rate | 72.7% | 69.2%+3.5pp | 81.9%-9.2pp | 69.6%+3.1pp |
| Annual return | 10.72% | 24.19%-13.5pp | 151.07%-140.3pp | 31.71%-21.0pp |
| Employer contribution / active EE | $1,097 | $3,256-66.3% | $5,011-78.1% | $2,471-55.6% |
| Participant deferral / active EE | $1,843 | $3,236-43.1% | $5,202-64.6% | $3,740-50.7% |
| Admin fee / account holder | $85 | $6,751-98.7% | $13,984-99.4% | $5,306-98.4% |