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 | $34,128 | $65,365-47.8% | $92,893-63.3% | $72,985-53.2% |
| Participation rate | 74.2% | 68.3%+5.9pp | 76.0%-1.8pp | 69.5%+4.7pp |
| Annual return | 21.47% | 42.10%-20.6pp | 109.41%-87.9pp | 81.00%-59.5pp |
| Employer contribution / active EE | $1,632 | $2,594-37.1% | $3,653-55.3% | $2,440-33.1% |
| Participant deferral / active EE | $3,119 | $3,128-0.3% | $4,236-26.4% | $3,607-13.5% |
| Admin fee / account holder | $16 | $4,251-99.6% | $5,794-99.7% | $5,124-99.7% |