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 | $38,866 | $135,952-71.4% | $123,892-68.6% | $273,961-85.8% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 11.14% | 56.63%-45.5pp | 47.52%-36.4pp | 41.45%-30.3pp |
| Employer contribution / active EE | $2,182 | $5,170-57.8% | $4,617-52.7% | $4,869-55.2% |
| Participant deferral / active EE | $5,166 | $6,343-18.5% | $5,984-13.7% | $5,287-2.3% |
| Admin fee / account holder | $4 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |