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 | $20,571 | $55,706-63.1% | $75,886-72.9% | $72,985-71.8% |
| Participation rate | 95.1% | 61.1%+34.0pp | 69.3%+25.8pp | 69.5%+25.6pp |
| Annual return | 25.89% | 27.59%-1.7pp | 30.76%-4.9pp | 81.00%-55.1pp |
| Employer contribution / active EE | $1,408 | $1,687-16.5% | $2,500-43.7% | $2,440-42.3% |
| Participant deferral / active EE | $4,359 | $2,634+65.5% | $3,603+21.0% | $3,607+20.8% |
| Admin fee / account holder | $163 | $3,978-95.9% | $5,418-97.0% | $5,124-96.8% |