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 | $35,987 | $43,075-16.5% | $74,583-51.7% | $62,891-42.8% |
| Participation rate | 88.6% | 58.1%+30.6pp | 68.1%+20.5pp | 69.3%+19.3pp |
| Annual return | 10.11% | 17.50%-7.4pp | 20.47%-10.4pp | 20.14%-10.0pp |
| Employer contribution / active EE | $1,679 | $1,498+12.1% | $2,525-33.5% | $2,281-26.4% |
| Participant deferral / active EE | $4,450 | $2,389+86.2% | $3,458+28.7% | $3,203+38.9% |
| Admin fee / account holder | $15 | $2,840-99.5% | $4,138-99.6% | $4,296-99.6% |