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 | $7,718 | $51,175-84.9% | $70,515-89.1% | $75,163-89.7% |
| Participation rate | 94.6% | 60.9%+33.7pp | 68.3%+26.2pp | 67.2%+27.4pp |
| Annual return | 27.50% | 30.02%-2.5pp | 32.77%-5.3pp | 160.62%-133.1pp |
| Employer contribution / active EE | $1,562 | $1,826-14.5% | $2,973-47.5% | $2,670-41.5% |
| Participant deferral / active EE | $2,177 | $2,849-23.6% | $4,567-52.3% | $4,125-47.2% |
| Admin fee / account holder | $265 | $4,091-93.5% | $6,412-95.9% | $5,651-95.3% |