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 | $30,569 | $140,588-78.3% | $123,104-75.2% | $125,391-75.6% |
| Participation rate | 91.7% | 88.2%+3.5pp | 86.8%+4.9pp | 83.2%+8.5pp |
| Annual return | 0.59% | 16.80%-16.2pp | 13.22%-12.6pp | 282.22%-281.6pp |
| Employer contribution / active EE | $2,935 | $6,041-51.4% | $5,151-43.0% | $4,866-39.7% |
| Participant deferral / active EE | $10,136 | $6,980+45.2% | $6,230+62.7% | $5,352+89.4% |
| Admin fee / account holder | $34 | $11,198-99.7% | $9,015-99.6% | $9,540-99.6% |