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 | $15,205 | $90,503-83.2% | $78,689-80.7% | $273,961-94.4% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 12.62% | 75.60%-63.0pp | 62.18%-49.6pp | 41.45%-28.8pp |
| Employer contribution / active EE | $2,042 | $3,176-35.7% | $2,851-28.4% | $4,869-58.1% |
| Participant deferral / active EE | $5,003 | $3,901+28.2% | $3,517+42.2% | $5,287-5.4% |
| Admin fee / account holder | $25 | $5,263-99.5% | $4,510-99.5% | $10,132-99.8% |