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 | $24,438 | $49,922-51.0% | $80,569-69.7% | $75,163-67.5% |
| Participation rate | 94.4% | 55.3%+39.1pp | 67.0%+27.4pp | 67.2%+27.3pp |
| Annual return | 21.12% | 34.69%-13.6pp | 935.43%-914.3pp | 160.62%-139.5pp |
| Employer contribution / active EE | $369 | $1,698-78.3% | $2,723-86.4% | $2,670-86.2% |
| Participant deferral / active EE | $1,974 | $2,990-34.0% | $4,447-55.6% | $4,125-52.1% |
| Admin fee / account holder | $277 | $3,577-92.3% | $5,377-94.8% | $5,651-95.1% |