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 | $30,386 | $72,177-57.9% | $115,037-73.6% | $59,632-49.0% |
| Participation rate | 74.5% | 72.6%+1.9pp | 81.4%-6.9pp | 68.7%+5.8pp |
| Annual return | 1.87% | 12.02%-10.2pp | 26.14%-24.3pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $2,113 | $2,841-25.6% | $4,608-54.2% | $2,203-4.1% |
| Participant deferral / active EE | $5,388 | $4,783+12.7% | $6,026-10.6% | $3,192+68.8% |
| Admin fee / account holder | $232 | $4,927-95.3% | $8,175-97.2% | $4,297-94.6% |