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 | $33,988 | $48,364-29.7% | $71,796-52.7% | $62,891-46.0% |
| Participation rate | 96.0% | 60.6%+35.4pp | 69.1%+26.9pp | 69.3%+26.7pp |
| Annual return | 8.47% | 13.16%-4.7pp | 78.04%-69.6pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,011 | $1,042-3.0% | $1,924-47.5% | $2,281-55.7% |
| Participant deferral / active EE | $2,008 | $2,091-4.0% | $2,794-28.1% | $3,203-37.3% |
| Admin fee / account holder | $4 | $3,771-99.9% | $4,815-99.9% | $4,296-99.9% |