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 | $30,933 | $135,952-77.2% | $123,892-75.0% | $273,961-88.7% |
| Participation rate | 93.8% | 84.1%+9.7pp | 81.4%+12.3pp | 83.0%+10.7pp |
| Annual return | 14.79% | 56.63%-41.8pp | 47.52%-32.7pp | 41.45%-26.7pp |
| Employer contribution / active EE | $3,757 | $5,170-27.3% | $4,617-18.6% | $4,869-22.8% |
| Participant deferral / active EE | $9,309 | $6,343+46.8% | $5,984+55.6% | $5,287+76.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |