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 | $31,794 | $76,552-58.5% | $123,892-74.3% | $62,891-49.4% |
| Participation rate | 92.5% | 73.0%+19.5pp | 81.4%+11.1pp | 69.3%+23.2pp |
| Annual return | 12.39% | 18.68%-6.3pp | 47.52%-35.1pp | 20.14%-7.8pp |
| Employer contribution / active EE | $2,070 | $2,883-28.2% | $4,617-55.2% | $2,281-9.3% |
| Participant deferral / active EE | $10,293 | $4,840+112.7% | $5,984+72.0% | $3,203+221.3% |
| Admin fee / account holder | $40 | $4,826-99.2% | $8,357-99.5% | $4,296-99.1% |