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 | $22,600 | $135,952-83.4% | $123,892-81.8% | $273,961-91.8% |
| Participation rate | 72.7% | 84.1%-11.3pp | 81.4%-8.7pp | 83.0%-10.3pp |
| Annual return | 4.75% | 56.63%-51.9pp | 47.52%-42.8pp | 41.45%-36.7pp |
| Employer contribution / active EE | $1,403 | $5,170-72.9% | $4,617-69.6% | $4,869-71.2% |
| Participant deferral / active EE | $2,491 | $6,343-60.7% | $5,984-58.4% | $5,287-52.9% |
| Admin fee / account holder | $79 | $9,817-99.2% | $8,357-99.1% | $10,132-99.2% |