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 | $38,740 | $67,606-42.7% | $82,313-52.9% | $70,131-44.8% |
| Participation rate | 96.7% | 72.8%+23.9pp | 76.9%+19.8pp | 69.5%+27.1pp |
| Annual return | 18.86% | 21.57%-2.7pp | 25.88%-7.0pp | 73.14%-54.3pp |
| Employer contribution / active EE | $1,017 | $1,755-42.1% | $2,428-58.1% | $2,342-56.6% |
| Participant deferral / active EE | $3,283 | $2,987+9.9% | $3,706-11.4% | $3,332-1.5% |
| Admin fee / account holder | $280 | $4,512-93.8% | $5,608-95.0% | $4,645-94.0% |