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 | $36,272 | $113,339-68.0% | $94,993-61.8% | $147,584-75.4% |
| Participation rate | 76.9% | 78.0%-1.1pp | 73.9%+3.0pp | 82.8%-5.9pp |
| Annual return | 24.80% | 20.77%+4.0pp | 27.12%-2.3pp | 578.55%-553.7pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,895 | $3,777+3.1% | $3,317+17.4% | $5,439-28.4% |
| Admin fee / account holder | $284 | $6,063-95.3% | $4,960-94.3% | $10,885-97.4% |