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 | $12,913 | $43,075-70.0% | $74,583-82.7% | $62,891-79.5% |
| Participation rate | 75.0% | 58.1%+16.9pp | 68.1%+6.9pp | 69.3%+5.7pp |
| Annual return | 11.48% | 17.50%-6.0pp | 20.47%-9.0pp | 20.14%-8.7pp |
| Employer contribution / active EE | $928 | $1,498-38.0% | $2,525-63.2% | $2,281-59.3% |
| Participant deferral / active EE | $2,939 | $2,389+23.0% | $3,458-15.0% | $3,203-8.2% |
| Admin fee / account holder | $120 | $2,840-95.8% | $4,138-97.1% | $4,296-97.2% |