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 | $44,529 | $93,071-52.2% | $74,583-40.3% | $273,961-83.7% |
| Participation rate | 87.5% | 74.9%+12.6pp | 68.1%+19.4pp | 83.0%+4.5pp |
| Annual return | 10.54% | 26.18%-15.6pp | 20.47%-9.9pp | 41.45%-30.9pp |
| Employer contribution / active EE | $2,260 | $3,160-28.5% | $2,525-10.5% | $4,869-53.6% |
| Participant deferral / active EE | $3,565 | $4,160-14.3% | $3,458+3.1% | $5,287-32.6% |
| Admin fee / account holder | $10 | $5,272-99.8% | $4,138-99.8% | $10,132-99.9% |