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 | $28,178 | $89,355-68.5% | $141,162-80.0% | $72,985-61.4% |
| Participation rate | 75.7% | 75.1%+0.6pp | 82.5%-6.8pp | 69.5%+6.2pp |
| Annual return | 21.26% | 111.85%-90.6pp | 71.39%-50.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,520 | $3,114-51.2% | $4,735-67.9% | $2,440-37.7% |
| Participant deferral / active EE | $3,550 | $5,418-34.5% | $6,709-47.1% | $3,607-1.6% |
| Admin fee / account holder | $170 | $5,958-97.2% | $10,261-98.3% | $5,124-96.7% |