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 | $20,896 | $45,073-53.6% | $69,455-69.9% | $72,985-71.4% |
| Participation rate | 92.7% | 68.5%+24.2pp | 74.6%+18.1pp | 69.5%+23.2pp |
| Annual return | 17.54% | 22.65%-5.1pp | 28.97%-11.4pp | 81.00%-63.5pp |
| Employer contribution / active EE | $1,965 | $2,054-4.3% | $2,779-29.3% | $2,440-19.5% |
| Participant deferral / active EE | $1,052 | $2,602-59.6% | $3,535-70.2% | $3,607-70.8% |
| Admin fee / account holder | $284 | $3,056-90.7% | $3,839-92.6% | $5,124-94.4% |