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 | $13,444 | $106,584-87.4% | $101,326-86.7% | $142,382-90.6% |
| Participation rate | 85.7% | 82.7%+3.0pp | 81.5%+4.2pp | 80.1%+5.6pp |
| Annual return | 14.93% | 36.93%-22.0pp | 36.82%-21.9pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,056 | $3,956-73.3% | $3,665-71.2% | $4,299-75.4% |
| Participant deferral / active EE | $3,703 | $8,297-55.4% | $7,994-53.7% | $6,507-43.1% |
| Admin fee / account holder | $282 | $11,446-97.5% | $11,185-97.5% | $12,624-97.8% |