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 | $32,566 | $64,839-49.8% | $95,585-65.9% | $84,808-61.6% |
| Participation rate | 90.9% | 63.8%+27.1pp | 72.1%+18.8pp | 68.3%+22.6pp |
| Annual return | 13.74% | -670.96%+684.7pp | 38.56%-24.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,671 | $2,965+23.8% | $4,023-8.7% | $4,212-12.8% |
| Admin fee / account holder | $263 | $5,964-95.6% | $6,127-95.7% | $7,344-96.4% |