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 | $79,102 | $80,717-2.0% | $154,803-48.9% | $84,808-6.7% |
| Participation rate | 74.5% | 66.8%+7.7pp | 78.1%-3.6pp | 68.3%+6.2pp |
| Annual return | 16.75% | 37.96%-21.2pp | 58.88%-42.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $959 | $2,761-65.3% | $4,305-77.7% | $2,631-63.5% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $5,540-100.0% | $4,212-100.0% |
| Admin fee / account holder | $236 | $6,746-96.5% | $14,329-98.4% | $7,344-96.8% |