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 | $29,386 | $72,277-59.3% | $101,248-71.0% | $79,858-63.2% |
| Participation rate | 88.2% | 68.5%+19.8pp | 75.8%+12.4pp | 69.6%+18.6pp |
| Annual return | 16.56% | 22.30%-5.7pp | 46.47%-29.9pp | 31.71%-15.2pp |
| Employer contribution / active EE | $3,415 | $2,692+26.9% | $3,660-6.7% | $2,471+38.2% |
| Participant deferral / active EE | $4,747 | $3,282+44.7% | $4,370+8.6% | $3,740+26.9% |
| Admin fee / account holder | $268 | $4,400-93.9% | $5,945-95.5% | $5,306-94.9% |