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 | $32,737 | $58,512-44.1% | $84,015-61.0% | $72,985-55.1% |
| Participation rate | 72.6% | 61.2%+11.4pp | 69.0%+3.6pp | 69.5%+3.1pp |
| Annual return | 25.50% | 28.93%-3.4pp | 71.31%-45.8pp | 81.00%-55.5pp |
| Employer contribution / active EE | $1,106 | $1,163-4.9% | $1,983-44.2% | $2,440-54.7% |
| Participant deferral / active EE | $2,877 | $2,394+20.2% | $3,239-11.2% | $3,607-20.3% |
| Admin fee / account holder | $161 | $4,569-96.5% | $6,101-97.4% | $5,124-96.9% |