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 | $43,837 | $48,570-9.7% | $130,648-66.4% | $72,985-39.9% |
| Participation rate | 75.4% | 58.6%+16.9pp | 71.7%+3.7pp | 69.5%+6.0pp |
| Annual return | 19.89% | 38.63%-18.7pp | 1708.96%-1689.1pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,203 | $1,334-9.8% | $4,092-70.6% | $2,440-50.7% |
| Participant deferral / active EE | $2,740 | $2,384+14.9% | $3,603-24.0% | $3,607-24.1% |
| Admin fee / account holder | $108 | $3,549-97.0% | $5,464-98.0% | $5,124-97.9% |