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 | $28,012 | $77,419-63.8% | $69,455-59.7% | $152,861-81.7% |
| Participation rate | 88.9% | 78.1%+10.8pp | 74.6%+14.3pp | 82.4%+6.4pp |
| Annual return | 17.74% | 39.06%-21.3pp | 28.97%-11.2pp | 345.32%-327.6pp |
| Employer contribution / active EE | $3,812 | $3,315+15.0% | $2,779+37.2% | $4,762-19.9% |
| Participant deferral / active EE | $8,424 | $4,414+90.9% | $3,535+138.3% | $5,850+44.0% |
| Admin fee / account holder | $95 | $6,207-98.5% | $3,839-97.5% | $11,596-99.2% |