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 | $16,485 | $50,972-67.7% | $88,538-81.4% | $72,985-77.4% |
| Participation rate | 76.2% | 63.4%+12.8pp | 68.7%+7.4pp | 69.5%+6.7pp |
| Annual return | 24.10% | 29.62%-5.5pp | 43.64%-19.5pp | 81.00%-56.9pp |
| Employer contribution / active EE | $1,380 | $1,475-6.4% | $2,098-34.2% | $2,440-43.5% |
| Participant deferral / active EE | $2,360 | $2,230+5.8% | $2,914-19.0% | $3,607-34.6% |
| Admin fee / account holder | $255 | $3,230-92.1% | $4,310-94.1% | $5,124-95.0% |