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 | $16,682 | $57,057-70.8% | $85,009-80.4% | $80,874-79.4% |
| Participation rate | 92.1% | 56.4%+35.7pp | 67.5%+24.6pp | 67.6%+24.5pp |
| Annual return | 10.73% | 21.66%-10.9pp | 66.47%-55.7pp | 35.62%-24.9pp |
| Employer contribution / active EE | $1,463 | $1,799-18.7% | $2,728-46.4% | $2,756-46.9% |
| Participant deferral / active EE | $2,400 | $3,112-22.9% | $4,522-46.9% | $4,297-44.2% |
| Admin fee / account holder | $183 | $4,986-96.3% | $6,153-97.0% | $6,935-97.4% |