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 | $19,951 | $53,777-62.9% | $134,143-85.1% | $79,858-75.0% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 18.00% | 19.01%-1.0pp | 36.33%-18.3pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,528 | $1,321+15.7% | $3,704-58.7% | $2,471-38.1% |
| Participant deferral / active EE | $1,853 | $2,420-23.4% | $3,499-47.0% | $3,740-50.5% |
| Admin fee / account holder | $74 | $3,984-98.2% | $6,684-98.9% | $5,306-98.6% |