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 | $42,844 | $78,705-45.6% | $117,854-63.6% | $70,131-38.9% |
| Participation rate | 89.6% | 73.2%+16.4pp | 79.7%+9.9pp | 69.5%+20.0pp |
| Annual return | 14.53% | 23.30%-8.8pp | 335.08%-320.5pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,707 | $2,223-23.2% | $3,786-54.9% | $2,342-27.1% |
| Participant deferral / active EE | $3,017 | $3,297-8.5% | $4,482-32.7% | $3,332-9.4% |
| Admin fee / account holder | $190 | $5,065-96.2% | $8,020-97.6% | $4,645-95.9% |