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 | $34,559 | $48,364-28.5% | $71,796-51.9% | $62,891-45.0% |
| Participation rate | 92.3% | 60.6%+31.7pp | 69.1%+23.2pp | 69.3%+23.0pp |
| Annual return | 10.10% | 13.16%-3.1pp | 78.04%-67.9pp | 20.14%-10.0pp |
| Employer contribution / active EE | $1,318 | $1,042+26.5% | $1,924-31.5% | $2,281-42.2% |
| Participant deferral / active EE | $2,054 | $2,091-1.8% | $2,794-26.5% | $3,203-35.9% |
| Admin fee / account holder | $14 | $3,771-99.6% | $4,815-99.7% | $4,296-99.7% |