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 | $35,314 | $67,606-47.8% | $82,313-57.1% | $70,131-49.6% |
| Participation rate | 71.4% | 72.8%-1.3pp | 76.9%-5.5pp | 69.5%+1.9pp |
| Annual return | 23.02% | 21.57%+1.4pp | 25.88%-2.9pp | 73.14%-50.1pp |
| Employer contribution / active EE | $411 | $1,755-76.6% | $2,428-83.1% | $2,342-82.4% |
| Participant deferral / active EE | $2,533 | $2,987-15.2% | $3,706-31.6% | $3,332-24.0% |
| Admin fee / account holder | $130 | $4,512-97.1% | $5,608-97.7% | $4,645-97.2% |