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 | $28,367 | $46,869-39.5% | $122,332-76.8% | $70,131-59.6% |
| Participation rate | 96.3% | 58.2%+38.1pp | 71.6%+24.7pp | 69.5%+26.8pp |
| Annual return | 15.92% | 24.22%-8.3pp | 30.27%-14.4pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,306 | $1,288+1.4% | $4,050-67.8% | $2,342-44.2% |
| Participant deferral / active EE | $2,444 | $2,166+12.8% | $3,287-25.7% | $3,332-26.7% |
| Admin fee / account holder | $254 | $3,322-92.4% | $5,478-95.4% | $4,645-94.5% |