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 | $26,964 | $39,122-31.1% | $57,179-52.8% | $62,891-57.1% |
| Participation rate | 94.5% | 70.5%+24.0pp | 75.3%+19.2pp | 69.3%+25.2pp |
| Annual return | 2.00% | 9.23%-7.2pp | 14.59%-12.6pp | 20.14%-18.1pp |
| Employer contribution / active EE | $1,381 | $1,874-26.3% | $2,682-48.5% | $2,281-39.5% |
| Participant deferral / active EE | $3,700 | $2,374+55.9% | $3,096+19.5% | $3,203+15.5% |
| Admin fee / account holder | $13 | $2,592-99.5% | $3,139-99.6% | $4,296-99.7% |