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 | $36,134 | $53,777-32.8% | $134,143-73.1% | $79,858-54.8% |
| Participation rate | 94.6% | 58.8%+35.8pp | 72.2%+22.4pp | 69.6%+25.0pp |
| Annual return | 13.78% | 19.01%-5.2pp | 36.33%-22.5pp | 31.71%-17.9pp |
| Employer contribution / active EE | $3,018 | $1,321+128.4% | $3,704-18.5% | $2,471+22.1% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,499-100.0% | $3,740-100.0% |
| Admin fee / account holder | $296 | $3,984-92.6% | $6,684-95.6% | $5,306-94.4% |