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 | $117,983-60.7% | $101,794-54.4% | $142,382-67.4% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 18.41% | 36.92%-18.5pp | 30.53%-12.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,207 | $2,773-20.4% | $2,289-3.6% | $4,299-48.7% |
| Participant deferral / active EE | $6,232 | $4,714+32.2% | $4,084+52.6% | $6,507-4.2% |
| Admin fee / account holder | $9 | $10,433-99.9% | $8,777-99.9% | $12,624-99.9% |