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 | $13,425 | $48,076-72.1% | $78,689-82.9% | $62,891-78.7% |
| Participation rate | 96.3% | 65.2%+31.1pp | 73.6%+22.7pp | 69.3%+27.0pp |
| Annual return | 7.82% | 31.35%-23.5pp | 62.18%-54.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,692 | $2,015-16.0% | $2,851-40.7% | $2,281-25.8% |
| Participant deferral / active EE | $2,361 | $2,588-8.8% | $3,517-32.9% | $3,203-26.3% |
| Admin fee / account holder | $234 | $3,207-92.7% | $4,510-94.8% | $4,296-94.6% |