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 | $24,571 | $48,795-49.6% | $65,493-62.5% | $84,808-71.0% |
| Participation rate | 87.1% | 67.0%+20.1pp | 73.1%+14.0pp | 68.3%+18.8pp |
| Annual return | 18.01% | 20.20%-2.2pp | 982.45%-964.4pp | 40.90%-22.9pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,508 | $2,928-14.4% | $3,961-36.7% | $4,212-40.5% |
| Admin fee / account holder | $119 | $3,877-96.9% | $5,028-97.6% | $7,344-98.4% |