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 | $17,378 | $81,248-78.6% | $155,509-88.8% | $80,856-78.5% |
| Participation rate | 79.7% | 66.2%+13.5pp | 78.2%+1.6pp | 67.6%+12.1pp |
| Annual return | 36.58% | 33.31%+3.3pp | 64.67%-28.1pp | 35.59%+1.0pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,997 | $3,452+44.8% | $5,626-11.2% | $4,296+16.3% |
| Admin fee / account holder | $296 | $7,997-96.3% | $15,912-98.1% | $6,918-95.7% |