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 | $29,229 | $96,956-69.9% | $70,014-58.3% | $273,961-89.3% |
| Participation rate | 87.5% | 77.1%+10.4pp | 71.8%+15.7pp | 83.0%+4.5pp |
| Annual return | 12.12% | 12.93%-0.8pp | 12.99%-0.9pp | 41.45%-29.3pp |
| Employer contribution / active EE | $1,584 | $3,316-52.2% | $2,338-32.3% | $4,869-67.5% |
| Participant deferral / active EE | $3,621 | $3,744-3.3% | $2,931+23.5% | $5,287-31.5% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |