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 | $12,131 | $39,122-69.0% | $57,179-78.8% | $62,891-80.7% |
| Participation rate | 89.5% | 70.5%+19.0pp | 75.3%+14.1pp | 69.3%+20.2pp |
| Annual return | 17.91% | 9.23%+8.7pp | 14.59%+3.3pp | 20.14%-2.2pp |
| Employer contribution / active EE | $1,603 | $1,874-14.5% | $2,682-40.3% | $2,281-29.7% |
| Participant deferral / active EE | $4,588 | $2,374+93.3% | $3,096+48.2% | $3,203+43.3% |
| Admin fee / account holder | $250 | $2,592-90.4% | $3,139-92.0% | $4,296-94.2% |