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 | $42,935 | $88,707-51.6% | $74,183-42.1% | $273,961-84.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.44% | 11.94%-7.5pp | 17.74%-13.3pp | 41.45%-37.0pp |
| Employer contribution / active EE | $769 | $3,159-75.7% | $2,370-67.5% | $4,869-84.2% |
| Participant deferral / active EE | $2,037 | $4,212-51.6% | $3,550-42.6% | $5,287-61.5% |
| Admin fee / account holder | $9 | $8,717-99.9% | $5,586-99.8% | $10,132-99.9% |