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 | $23,161 | $54,762-57.7% | $90,281-74.3% | $72,985-68.3% |
| Participation rate | 81.6% | 65.1%+16.4pp | 73.3%+8.3pp | 69.5%+12.1pp |
| Annual return | 25.45% | 30.63%-5.2pp | 78.10%-52.6pp | 81.00%-55.5pp |
| Employer contribution / active EE | $2,081 | $2,092-0.5% | $2,854-27.1% | $2,440-14.7% |
| Participant deferral / active EE | $3,665 | $2,887+26.9% | $3,885-5.7% | $3,607+1.6% |
| Admin fee / account holder | $101 | $3,972-97.4% | $5,351-98.1% | $5,124-98.0% |