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 | $41,314 | $67,606-38.9% | $82,313-49.8% | $70,131-41.1% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 15.62% | 21.57%-5.9pp | 25.88%-10.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,141 | $1,755-35.0% | $2,428-53.0% | $2,342-51.3% |
| Participant deferral / active EE | $2,600 | $2,987-12.9% | $3,706-29.8% | $3,332-22.0% |
| Admin fee / account holder | $55 | $4,512-98.8% | $5,608-99.0% | $4,645-98.8% |