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 | $14,006 | $48,795-71.3% | $65,493-78.6% | $84,808-83.5% |
| Participation rate | 84.8% | 67.0%+17.9pp | 73.1%+11.8pp | 68.3%+16.5pp |
| Annual return | 18.26% | 20.20%-1.9pp | 982.45%-964.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,780 | $2,928-39.2% | $3,961-55.1% | $4,212-57.7% |
| Admin fee / account holder | $165 | $3,877-95.7% | $5,028-96.7% | $7,344-97.8% |