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 | $23,098 | $117,983-80.4% | $101,794-77.3% | $142,382-83.8% |
| Participation rate | 91.3% | 74.2%+17.1pp | 69.2%+22.1pp | 80.1%+11.2pp |
| Annual return | 18.95% | 36.92%-18.0pp | 30.53%-11.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,457 | $2,773-47.5% | $2,289-36.4% | $4,299-66.1% |
| Participant deferral / active EE | $3,009 | $4,714-36.2% | $4,084-26.3% | $6,507-53.8% |
| Admin fee / account holder | $45 | $10,433-99.6% | $8,777-99.5% | $12,624-99.6% |