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 | $35,310 | $76,552-53.9% | $123,892-71.5% | $62,891-43.9% |
| Participation rate | 84.9% | 73.0%+11.9pp | 81.4%+3.5pp | 69.3%+15.6pp |
| Annual return | 18.31% | 18.68%-0.4pp | 47.52%-29.2pp | 20.14%-1.8pp |
| Employer contribution / active EE | $2,243 | $2,883-22.2% | $4,617-51.4% | $2,281-1.7% |
| Participant deferral / active EE | $4,280 | $4,840-11.6% | $5,984-28.5% | $3,203+33.6% |
| Admin fee / account holder | $7 | $4,826-99.9% | $8,357-99.9% | $4,296-99.8% |