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 | $11,238 | $39,122-71.3% | $57,179-80.3% | $62,891-82.1% |
| Participation rate | 92.7% | 70.5%+22.2pp | 75.3%+17.3pp | 69.3%+23.4pp |
| Annual return | 9.70% | 9.23%+0.5pp | 14.59%-4.9pp | 20.14%-10.4pp |
| Employer contribution / active EE | $1,536 | $1,874-18.0% | $2,682-42.7% | $2,281-32.6% |
| Participant deferral / active EE | $1,760 | $2,374-25.9% | $3,096-43.1% | $3,203-45.0% |
| Admin fee / account holder | $140 | $2,592-94.6% | $3,139-95.5% | $4,296-96.7% |