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 | $24,969 | $76,367-67.3% | $93,606-73.3% | $72,985-65.8% |
| Participation rate | 98.1% | 71.7%+26.4pp | 75.8%+22.3pp | 69.5%+28.6pp |
| Annual return | 20.05% | 25.82%-5.8pp | 32.76%-12.7pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,431 | $2,275-37.1% | $2,718-47.3% | $2,440-41.3% |
| Participant deferral / active EE | $3,266 | $3,538-7.7% | $4,069-19.7% | $3,607-9.5% |
| Admin fee / account holder | $183 | $6,838-97.3% | $7,888-97.7% | $5,124-96.4% |