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 | $27,876 | $232,540-88.0% | $185,117-84.9% | $147,584-81.1% |
| Participation rate | 95.5% | 82.4%+13.1pp | 77.3%+18.2pp | 82.8%+12.6pp |
| Annual return | 16.59% | 43.03%-26.4pp | 40.50%-23.9pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,285 | $5,195-75.3% | $4,182-69.3% | $4,876-73.6% |
| Participant deferral / active EE | $1,755 | $5,834-69.9% | $5,045-65.2% | $5,439-67.7% |
| Admin fee / account holder | $109 | $10,275-98.9% | $8,159-98.7% | $10,885-99.0% |