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 | $33,587 | $80,717-58.4% | $154,803-78.3% | $84,808-60.4% |
| Participation rate | 88.5% | 66.8%+21.7pp | 78.1%+10.4pp | 68.3%+20.2pp |
| Annual return | 15.07% | 37.96%-22.9pp | 58.88%-43.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $4,510 | $2,761+63.3% | $4,305+4.8% | $2,631+71.4% |
| Participant deferral / active EE | $3,339 | $3,303+1.1% | $5,540-39.7% | $4,212-20.7% |
| Admin fee / account holder | $147 | $6,746-97.8% | $14,329-99.0% | $7,344-98.0% |