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 | $18,072 | $90,503-80.0% | $78,689-77.0% | $273,961-93.4% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 7.89% | 75.60%-67.7pp | 62.18%-54.3pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,250 | $3,176-60.6% | $2,851-56.1% | $4,869-74.3% |
| Participant deferral / active EE | $1,131 | $3,901-71.0% | $3,517-67.8% | $5,287-78.6% |
| Admin fee / account holder | $15 | $5,263-99.7% | $4,510-99.7% | $10,132-99.9% |