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 | $46,736 | $86,929-46.2% | $102,423-54.4% | $80,856-42.2% |
| Participation rate | 97.9% | 72.4%+25.5pp | 76.5%+21.4pp | 67.6%+30.3pp |
| Annual return | 14.03% | 18.88%-4.9pp | 29.32%-15.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,015 | $2,369-15.0% | $3,023-33.4% | $2,755-26.9% |
| Participant deferral / active EE | $3,865 | $4,118-6.2% | $5,053-23.5% | $4,296-10.0% |
| Admin fee / account holder | $4 | $8,049-100.0% | $9,451-100.0% | $6,918-99.9% |