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 | $29,574 | $103,376-71.4% | $87,100-66.0% | $152,861-80.7% |
| Participation rate | 81.0% | 79.3%+1.6pp | 76.9%+4.1pp | 82.4%-1.5pp |
| Annual return | 21.75% | 28.10%-6.4pp | 28.19%-6.4pp | 345.32%-323.6pp |
| Employer contribution / active EE | $721 | $3,220-77.6% | $2,521-71.4% | $4,762-84.9% |
| Participant deferral / active EE | $2,011 | $4,778-57.9% | $4,049-50.3% | $5,850-65.6% |
| Admin fee / account holder | $175 | $12,205-98.6% | $7,497-97.7% | $11,596-98.5% |