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 | $25,752 | $76,367-66.3% | $93,606-72.5% | $72,985-64.7% |
| Participation rate | 92.6% | 71.7%+20.8pp | 75.8%+16.8pp | 69.5%+23.1pp |
| Annual return | 33.26% | 25.82%+7.4pp | 32.76%+0.5pp | 81.00%-47.7pp |
| Employer contribution / active EE | $2,500 | $2,275+9.9% | $2,718-8.0% | $2,440+2.5% |
| Participant deferral / active EE | $5,617 | $3,538+58.8% | $4,069+38.0% | $3,607+55.7% |
| Admin fee / account holder | $166 | $6,838-97.6% | $7,888-97.9% | $5,124-96.8% |