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 | $29,306 | $113,339-74.1% | $94,993-69.1% | $147,584-80.1% |
| Participation rate | 83.3% | 78.0%+5.4pp | 73.9%+9.4pp | 82.8%+0.5pp |
| Annual return | 18.05% | 20.77%-2.7pp | 27.12%-9.1pp | 578.55%-560.5pp |
| Employer contribution / active EE | $1,056 | $3,160-66.6% | $2,603-59.5% | $4,876-78.4% |
| Participant deferral / active EE | $3,332 | $3,777-11.8% | $3,317+0.5% | $5,439-38.7% |
| Admin fee / account holder | $246 | $6,063-95.9% | $4,960-95.0% | $10,885-97.7% |