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 | $20,788 | $37,426-44.5% | $77,482-73.2% | $79,858-74.0% |
| Participation rate | 75.0% | 41.5%+33.5pp | 54.2%+20.8pp | 69.6%+5.4pp |
| Annual return | 20.02% | 39.70%-19.7pp | 54.79%-34.8pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,102 | $637+73.0% | $986+11.7% | $2,471-55.4% |
| Participant deferral / active EE | $2,157 | $1,260+71.2% | $1,861+15.9% | $3,740-42.3% |
| Admin fee / account holder | $218 | $2,504-91.3% | $2,858-92.4% | $5,306-95.9% |