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 | $32,968 | $124,319-73.5% | $111,297-70.4% | $167,490-80.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.62% | 37.44%-22.8pp | 54.65%-40.0pp | 478.56%-463.9pp |
| Employer contribution / active EE | $1,827 | $3,435-46.8% | $2,731-33.1% | $4,837-62.2% |
| Participant deferral / active EE | $3,244 | $5,180-37.4% | $4,487-27.7% | $6,341-48.8% |
| Admin fee / account holder | $4 | $10,618-100.0% | $7,964-99.9% | $12,309-100.0% |