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 | $41,330 | $81,208-49.1% | $98,907-58.2% | $79,858-48.2% |
| Participation rate | 88.9% | 72.5%+16.4pp | 76.0%+12.9pp | 69.6%+19.3pp |
| Annual return | 17.44% | 60.99%-43.5pp | 196.43%-179.0pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,522 | $1,960-22.3% | $2,689-43.4% | $2,471-38.4% |
| Participant deferral / active EE | $2,388 | $3,265-26.8% | $4,244-43.7% | $3,740-36.1% |
| Admin fee / account holder | $241 | $6,013-96.0% | $6,642-96.4% | $5,306-95.5% |