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 | $16,473 | $45,035-63.4% | $62,995-73.9% | $70,131-76.5% |
| Participation rate | 87.0% | 69.5%+17.5pp | 74.8%+12.2pp | 69.5%+17.5pp |
| Annual return | 20.69% | 18.76%+1.9pp | 87.57%-66.9pp | 73.14%-52.5pp |
| Employer contribution / active EE | $733 | $2,051-64.3% | $2,759-73.4% | $2,342-68.7% |
| Participant deferral / active EE | $2,658 | $2,465+7.8% | $3,329-20.2% | $3,332-20.2% |
| Admin fee / account holder | $39 | $2,834-98.6% | $3,600-98.9% | $4,645-99.2% |