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 | $21,146 | $72,277-70.7% | $101,248-79.1% | $79,858-73.5% |
| Participation rate | 93.8% | 68.5%+25.3pp | 75.8%+17.9pp | 69.6%+24.1pp |
| Annual return | 13.72% | 22.30%-8.6pp | 46.47%-32.8pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,678 | $2,692-37.6% | $3,660-54.1% | $2,471-32.1% |
| Participant deferral / active EE | $3,278 | $3,282-0.1% | $4,370-25.0% | $3,740-12.3% |
| Admin fee / account holder | $270 | $4,400-93.9% | $5,945-95.5% | $5,306-94.9% |