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 | $22,415 | $84,233-73.4% | $170,442-86.8% | $70,131-68.0% |
| Participation rate | 97.7% | 70.8%+26.9pp | 83.6%+14.1pp | 69.5%+28.2pp |
| Annual return | 19.49% | 23.06%-3.6pp | 205.93%-186.4pp | 73.14%-53.7pp |
| Employer contribution / active EE | $1,352 | $3,387-60.1% | $5,433-75.1% | $2,342-42.3% |
| Participant deferral / active EE | $2,170 | $3,086-29.7% | $4,939-56.1% | $3,332-34.9% |
| Admin fee / account holder | $161 | $5,698-97.2% | $13,880-98.8% | $4,645-96.5% |