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 | $22,294 | $102,966-78.3% | $90,281-75.3% | $152,861-85.4% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.4%+6.4pp |
| Annual return | 23.31% | 95.16%-71.8pp | 78.10%-54.8pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,280 | $3,139-59.2% | $2,854-55.2% | $4,762-73.1% |
| Participant deferral / active EE | $4,556 | $4,281+6.4% | $3,885+17.3% | $5,850-22.1% |
| Admin fee / account holder | $168 | $6,171-97.3% | $5,351-96.9% | $11,596-98.5% |