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 | $24,084 | $90,503-73.4% | $78,689-69.4% | $273,961-91.2% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 8.57% | 75.60%-67.0pp | 62.18%-53.6pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,875 | $3,176-41.0% | $2,851-34.2% | $4,869-61.5% |
| Participant deferral / active EE | $3,510 | $3,901-10.0% | $3,517-0.2% | $5,287-33.6% |
| Admin fee / account holder | $168 | $5,263-96.8% | $4,510-96.3% | $10,132-98.3% |