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 | $18,275 | $77,634-76.5% | $156,549-88.3% | $62,891-70.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.76% | 50.32%-43.6pp | 32.23%-25.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $3,246 | $3,444-5.7% | $5,501-41.0% | $2,281+42.3% |
| Participant deferral / active EE | $2,120 | $3,045-30.4% | $4,871-56.5% | $3,203-33.8% |
| Admin fee / account holder | $200 | $5,561-96.4% | $13,027-98.5% | $4,296-95.3% |