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 | $17,766 | $54,762-67.6% | $90,281-80.3% | $72,985-75.7% |
| Participation rate | 82.9% | 65.1%+17.7pp | 73.3%+9.6pp | 69.5%+13.4pp |
| Annual return | 32.45% | 30.63%+1.8pp | 78.10%-45.6pp | 81.00%-48.5pp |
| Employer contribution / active EE | $2,627 | $2,092+25.5% | $2,854-8.0% | $2,440+7.7% |
| Participant deferral / active EE | $4,548 | $2,887+57.5% | $3,885+17.1% | $3,607+26.1% |
| Admin fee / account holder | $189 | $3,972-95.2% | $5,351-96.5% | $5,124-96.3% |