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 | $24,790 | $135,952-81.8% | $123,892-80.0% | $273,961-91.0% |
| Participation rate | 90.5% | 84.1%+6.4pp | 81.4%+9.1pp | 83.0%+7.5pp |
| Annual return | 14.16% | 56.63%-42.5pp | 47.52%-33.4pp | 41.45%-27.3pp |
| Employer contribution / active EE | $5,063 | $5,170-2.1% | $4,617+9.7% | $4,869+4.0% |
| Participant deferral / active EE | $3,387 | $6,343-46.6% | $5,984-43.4% | $5,287-35.9% |
| Admin fee / account holder | $30 | $9,817-99.7% | $8,357-99.6% | $10,132-99.7% |