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 | $40,969 | $73,787-44.5% | $98,716-58.5% | $82,448-50.3% |
| Participation rate | 85.2% | 61.4%+23.8pp | 69.3%+15.9pp | 68.1%+17.1pp |
| Annual return | 15.31% | 18.57%-3.3pp | 31.81%-16.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $764 | $1,511-49.4% | $2,279-66.5% | $2,551-70.0% |
| Participant deferral / active EE | $3,446 | $3,081+11.8% | $4,048-14.9% | $4,139-16.8% |
| Admin fee / account holder | $0 | $6,500-100.0% | $8,703-100.0% | $7,234-100.0% |