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 | $40,990 | $78,422-47.7% | $95,952-57.3% | $79,858-48.7% |
| Participation rate | 85.2% | 73.5%+11.7pp | 77.1%+8.1pp | 69.6%+15.6pp |
| Annual return | 13.49% | 19.37%-5.9pp | 91.61%-78.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,357 | $1,945-30.2% | $2,541-46.6% | $2,471-45.1% |
| Participant deferral / active EE | $3,454 | $3,440+0.4% | $4,167-17.1% | $3,740-7.7% |
| Admin fee / account holder | $267 | $5,622-95.3% | $6,795-96.1% | $5,306-95.0% |