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 | $23,264 | $81,460-71.4% | $103,333-77.5% | $80,856-71.2% |
| Participation rate | 88.5% | 66.8%+21.6pp | 74.5%+14.0pp | 67.6%+20.8pp |
| Annual return | 11.17% | 25.55%-14.4pp | 24.88%-13.7pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,800 | $3,105-42.0% | $3,868-53.5% | $2,755-34.6% |
| Participant deferral / active EE | $2,932 | $3,869-24.2% | $5,057-42.0% | $4,296-31.7% |
| Admin fee / account holder | $144 | $6,566-97.8% | $8,355-98.3% | $6,918-97.9% |