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 | $46,409 | $112,729-58.8% | $98,716-53.0% | $137,256-66.2% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 18.41% | 38.48%-20.1pp | 31.81%-13.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,207 | $2,725-19.0% | $2,279-3.2% | $4,156-46.9% |
| Participant deferral / active EE | $6,232 | $4,640+34.3% | $4,048+54.0% | $6,407-2.7% |
| Admin fee / account holder | $9 | $10,129-99.9% | $8,703-99.9% | $12,270-99.9% |