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 | $27,140 | $56,277-51.8% | $80,975-66.5% | $62,891-56.8% |
| Participation rate | 76.0% | 69.0%+7.0pp | 75.8%+0.2pp | 69.3%+6.7pp |
| Annual return | 8.28% | 22.12%-13.8pp | 17.10%-8.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $2,030 | $1,943+4.5% | $3,714-45.4% | $2,281-11.0% |
| Participant deferral / active EE | $3,060 | $4,195-27.0% | $5,696-46.3% | $3,203-4.5% |
| Admin fee / account holder | $296 | $3,741-92.1% | $5,516-94.6% | $4,296-93.1% |