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 | $33,867 | $54,762-38.2% | $90,281-62.5% | $72,985-53.6% |
| Participation rate | 95.4% | 65.1%+30.2pp | 73.3%+22.1pp | 69.5%+25.9pp |
| Annual return | 23.46% | 30.63%-7.2pp | 78.10%-54.6pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,095 | $2,092-47.7% | $2,854-61.6% | $2,440-55.1% |
| Participant deferral / active EE | $1,929 | $2,887-33.2% | $3,885-50.4% | $3,607-46.5% |
| Admin fee / account holder | $14 | $3,972-99.6% | $5,351-99.7% | $5,124-99.7% |