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 | $32,767 | $84,233-61.1% | $170,442-80.8% | $70,131-53.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 20.86% | 23.06%-2.2pp | 205.93%-185.1pp | 73.14%-52.3pp |
| Employer contribution / active EE | $1,732 | $3,387-48.9% | $5,433-68.1% | $2,342-26.1% |
| Participant deferral / active EE | $2,426 | $3,086-21.4% | $4,939-50.9% | $3,332-27.2% |
| Admin fee / account holder | $229 | $5,698-96.0% | $13,880-98.4% | $4,645-95.1% |