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 3-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 | $19,050 | $101,618-81.3% | $93,063-79.5% | $137,256-86.1% |
| Participation rate | 80.0% | 74.9%+5.1pp | 72.1%+7.9pp | 80.0%0pp |
| Annual return | 22.38% | 223.95%-201.6pp | 34.15%-11.8pp | 220.34%-198.0pp |
| Employer contribution / active EE | $721 | $2,707-73.4% | $2,476-70.9% | $4,156-82.7% |
| Participant deferral / active EE | $5,376 | $4,279+25.6% | $3,958+35.8% | $6,407-16.1% |
| Admin fee / account holder | $101 | $6,198-98.4% | $6,033-98.3% | $12,270-99.2% |