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 | $24,593 | $89,355-72.5% | $141,162-82.6% | $72,985-66.3% |
| Participation rate | 73.6% | 75.1%-1.5pp | 82.5%-8.9pp | 69.5%+4.1pp |
| Annual return | 23.80% | 111.85%-88.1pp | 71.39%-47.6pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,401 | $3,114-55.0% | $4,735-70.4% | $2,440-42.6% |
| Participant deferral / active EE | $3,885 | $5,418-28.3% | $6,709-42.1% | $3,607+7.7% |
| Admin fee / account holder | $98 | $5,958-98.3% | $10,261-99.0% | $5,124-98.1% |