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 | $26,211 | $60,022-56.3% | $88,946-70.5% | $84,808-69.1% |
| Participation rate | 93.3% | 57.8%+35.5pp | 68.8%+24.5pp | 68.3%+25.0pp |
| Annual return | 13.72% | 22.43%-8.7pp | 57.82%-44.1pp | 40.90%-27.2pp |
| Employer contribution / active EE | $650 | $1,703-61.9% | $2,555-74.6% | $2,631-75.3% |
| Participant deferral / active EE | $3,857 | $3,114+23.9% | $4,581-15.8% | $4,212-8.4% |
| Admin fee / account holder | $125 | $4,811-97.4% | $8,261-98.5% | $7,344-98.3% |