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 | $32,331 | $64,348-49.8% | $90,160-64.1% | $70,131-53.9% |
| Participation rate | 90.9% | 70.4%+20.5pp | 76.9%+14.0pp | 69.5%+21.4pp |
| Annual return | 17.14% | 28.13%-11.0pp | 34.88%-17.7pp | 73.14%-56.0pp |
| Employer contribution / active EE | $3,737 | $2,046+82.7% | $3,318+12.6% | $2,342+59.6% |
| Participant deferral / active EE | $5,598 | $4,389+27.5% | $5,288+5.9% | $3,332+68.0% |
| Admin fee / account holder | $182 | $3,944-95.4% | $5,943-96.9% | $4,645-96.1% |