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 | $25,551 | $135,952-81.2% | $123,892-79.4% | $273,961-90.7% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 12.81% | 56.63%-43.8pp | 47.52%-34.7pp | 41.45%-28.6pp |
| Employer contribution / active EE | $1,115 | $5,170-78.4% | $4,617-75.9% | $4,869-77.1% |
| Participant deferral / active EE | $4,331 | $6,343-31.7% | $5,984-27.6% | $5,287-18.1% |
| Admin fee / account holder | $202 | $9,817-97.9% | $8,357-97.6% | $10,132-98.0% |