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 | $17,950 | $56,897-68.5% | $84,750-78.8% | $62,891-71.5% |
| Participation rate | 82.4% | 68.5%+13.8pp | 76.6%+5.8pp | 69.3%+13.0pp |
| Annual return | 6.91% | 6.30%+0.6pp | 22.78%-15.9pp | 20.14%-13.2pp |
| Employer contribution / active EE | $3,280 | $2,400+36.7% | $3,574-8.2% | $2,281+43.8% |
| Participant deferral / active EE | $1,734 | $2,709-36.0% | $3,712-53.3% | $3,203-45.9% |
| Admin fee / account holder | $292 | $3,581-91.9% | $5,332-94.5% | $4,296-93.2% |