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 | $12,767 | $90,503-85.9% | $78,689-83.8% | $273,961-95.3% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.2pp | 83.0%+2.7pp |
| Annual return | 10.75% | 75.60%-64.9pp | 62.18%-51.4pp | 41.45%-30.7pp |
| Employer contribution / active EE | $1,100 | $3,176-65.4% | $2,851-61.4% | $4,869-77.4% |
| Participant deferral / active EE | $2,976 | $3,901-23.7% | $3,517-15.4% | $5,287-43.7% |
| Admin fee / account holder | $28 | $5,263-99.5% | $4,510-99.4% | $10,132-99.7% |