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 | $23,343 | $135,952-82.8% | $123,892-81.2% | $273,961-91.5% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 10.66% | 56.63%-46.0pp | 47.52%-36.9pp | 41.45%-30.8pp |
| Employer contribution / active EE | $3,681 | $5,170-28.8% | $4,617-20.3% | $4,869-24.4% |
| Participant deferral / active EE | $6,300 | $6,343-0.7% | $5,984+5.3% | $5,287+19.2% |
| Admin fee / account holder | $44 | $9,817-99.6% | $8,357-99.5% | $10,132-99.6% |