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 | $19,126 | $77,899-75.4% | $149,673-87.2% | $75,163-74.6% |
| Participation rate | 95.3% | 65.6%+29.7pp | 78.8%+16.5pp | 67.2%+28.1pp |
| Annual return | 17.88% | 31.72%-13.8pp | 134.42%-116.5pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,015 | $3,137-35.8% | $4,818-58.2% | $2,670-24.5% |
| Participant deferral / active EE | $3,685 | $3,411+8.0% | $5,680-35.1% | $4,125-10.7% |
| Admin fee / account holder | $180 | $5,956-97.0% | $13,210-98.6% | $5,651-96.8% |