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 | $30,140 | $37,426-19.5% | $77,482-61.1% | $79,858-62.3% |
| Participation rate | 87.5% | 41.5%+46.0pp | 54.2%+33.3pp | 69.6%+17.9pp |
| Annual return | 19.27% | 39.70%-20.4pp | 54.79%-35.5pp | 31.71%-12.4pp |
| Employer contribution / active EE | $1,097 | $637+72.3% | $986+11.2% | $2,471-55.6% |
| Participant deferral / active EE | $2,359 | $1,260+87.2% | $1,861+26.8% | $3,740-36.9% |
| Admin fee / account holder | $159 | $2,504-93.6% | $2,858-94.4% | $5,306-97.0% |