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 | $23,381 | $135,952-82.8% | $123,892-81.1% | $273,961-91.5% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 4.89% | 56.63%-51.7pp | 47.52%-42.6pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,396 | $5,170-73.0% | $4,617-69.8% | $4,869-71.3% |
| Participant deferral / active EE | $6,404 | $6,343+1.0% | $5,984+7.0% | $5,287+21.1% |
| Admin fee / account holder | $61 | $9,817-99.4% | $8,357-99.3% | $10,132-99.4% |