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 | $26,491 | $124,281-78.7% | $109,143-75.7% | $167,490-84.2% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 16.81% | 26.04%-9.2pp | 25.75%-8.9pp | 478.56%-461.7pp |
| Employer contribution / active EE | $2,254 | $4,207-46.4% | $3,722-39.4% | $4,837-53.4% |
| Participant deferral / active EE | $4,593 | $5,255-12.6% | $4,653-1.3% | $6,341-27.6% |
| Admin fee / account holder | $76 | $7,970-99.1% | $6,752-98.9% | $12,309-99.4% |