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 | $44,888 | $124,281-63.9% | $109,143-58.9% | $167,490-73.2% |
| Participation rate | 94.1% | 79.4%+14.7pp | 75.9%+18.2pp | 82.1%+12.0pp |
| Annual return | 16.45% | 26.04%-9.6pp | 25.75%-9.3pp | 478.56%-462.1pp |
| Employer contribution / active EE | $1,781 | $4,207-57.7% | $3,722-52.1% | $4,837-63.2% |
| Participant deferral / active EE | $4,157 | $5,255-20.9% | $4,653-10.7% | $6,341-34.4% |
| Admin fee / account holder | $18 | $7,970-99.8% | $6,752-99.7% | $12,309-99.9% |