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 | $17,039 | $48,076-64.6% | $78,689-78.3% | $62,891-72.9% |
| Participation rate | 78.1% | 65.2%+12.9pp | 73.6%+4.6pp | 69.3%+8.8pp |
| Annual return | 13.54% | 31.35%-17.8pp | 62.18%-48.6pp | 20.14%-6.6pp |
| Employer contribution / active EE | $2,022 | $2,015+0.4% | $2,851-29.1% | $2,281-11.4% |
| Participant deferral / active EE | $3,221 | $2,588+24.5% | $3,517-8.4% | $3,203+0.6% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,510-100.0% | $4,296-100.0% |