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 | $34,690 | $93,071-62.7% | $74,583-53.5% | $273,961-87.3% |
| Participation rate | 85.7% | 74.9%+10.8pp | 68.1%+17.6pp | 83.0%+2.7pp |
| Annual return | 21.09% | 26.18%-5.1pp | 20.47%+0.6pp | 41.45%-20.4pp |
| Employer contribution / active EE | $3,201 | $3,160+1.3% | $2,525+26.8% | $4,869-34.3% |
| Participant deferral / active EE | $7,981 | $4,160+91.8% | $3,458+130.8% | $5,287+50.9% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |