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 | $27,675 | $135,952-79.6% | $123,892-77.7% | $273,961-89.9% |
| Participation rate | 78.6% | 84.1%-5.5pp | 81.4%-2.8pp | 83.0%-4.4pp |
| Annual return | 10.47% | 56.63%-46.2pp | 47.52%-37.0pp | 41.45%-31.0pp |
| Employer contribution / active EE | $5,053 | $5,170-2.3% | $4,617+9.5% | $4,869+3.8% |
| Participant deferral / active EE | $2,097 | $6,343-66.9% | $5,984-65.0% | $5,287-60.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |