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 | $29,331 | $96,557-69.6% | $80,975-63.8% | $273,961-89.3% |
| Participation rate | 87.5% | 79.1%+8.4pp | 75.8%+11.7pp | 83.0%+4.5pp |
| Annual return | 12.77% | 15.14%-2.4pp | 17.10%-4.3pp | 41.45%-28.7pp |
| Employer contribution / active EE | $1,598 | $4,868-67.2% | $3,714-57.0% | $4,869-67.2% |
| Participant deferral / active EE | $5,252 | $6,598-20.4% | $5,696-7.8% | $5,287-0.7% |
| Admin fee / account holder | $182 | $7,492-97.6% | $5,516-96.7% | $10,132-98.2% |