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 | $30,291 | $52,836-42.7% | $105,738-71.4% | $64,186-52.8% |
| Participation rate | 89.2% | 66.5%+22.6pp | 76.3%+12.9pp | 69.6%+19.6pp |
| Annual return | 13.55% | 14.30%-0.7pp | 6.27%+7.3pp | 7.63%+5.9pp |
| Employer contribution / active EE | $2,434 | $1,827+33.3% | $3,268-25.5% | $2,381+2.3% |
| Participant deferral / active EE | $2,955 | $2,545+16.1% | $4,080-27.6% | $3,470-14.8% |
| Admin fee / account holder | $68 | $3,959-98.3% | $6,913-99.0% | $4,888-98.6% |