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 | $45,978 | $83,477-44.9% | $125,175-63.3% | $72,985-37.0% |
| Participation rate | 92.9% | 73.3%+19.5pp | 79.8%+13.1pp | 69.5%+23.4pp |
| Annual return | 22.67% | 25.78%-3.1pp | 43.79%-21.1pp | 81.00%-58.3pp |
| Employer contribution / active EE | $993 | $2,345-57.6% | $3,865-74.3% | $2,440-59.3% |
| Participant deferral / active EE | $3,084 | $3,585-14.0% | $4,937-37.5% | $3,607-14.5% |
| Admin fee / account holder | $184 | $5,517-96.7% | $9,702-98.1% | $5,124-96.4% |