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 | $45,436 | $90,503-49.8% | $78,689-42.3% | $273,961-83.4% |
| Participation rate | 93.8% | 76.5%+17.2pp | 73.6%+20.2pp | 83.0%+10.7pp |
| Annual return | 12.35% | 75.60%-63.3pp | 62.18%-49.8pp | 41.45%-29.1pp |
| Employer contribution / active EE | $1,192 | $3,176-62.5% | $2,851-58.2% | $4,869-75.5% |
| Participant deferral / active EE | $3,325 | $3,901-14.8% | $3,517-5.4% | $5,287-37.1% |
| Admin fee / account holder | $14 | $5,263-99.7% | $4,510-99.7% | $10,132-99.9% |