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 | $23,081 | $46,869-50.8% | $122,332-81.1% | $70,131-67.1% |
| Participation rate | 86.4% | 58.2%+28.2pp | 71.6%+14.7pp | 69.5%+16.8pp |
| Annual return | 15.83% | 24.22%-8.4pp | 30.27%-14.4pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,074 | $1,288-16.6% | $4,050-73.5% | $2,342-54.2% |
| Participant deferral / active EE | $2,318 | $2,166+7.0% | $3,287-29.5% | $3,332-30.4% |
| Admin fee / account holder | $199 | $3,322-94.0% | $5,478-96.4% | $4,645-95.7% |