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 7-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 | $10,409 | $77,899-86.6% | $149,673-93.0% | $75,163-86.2% |
| Participation rate | 71.9% | 65.6%+6.3pp | 78.8%-6.9pp | 67.2%+4.7pp |
| Annual return | 18.86% | 31.72%-12.9pp | 134.42%-115.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,116 | $3,137-64.4% | $4,818-76.8% | $2,670-58.2% |
| Participant deferral / active EE | $2,890 | $3,411-15.3% | $5,680-49.1% | $4,125-29.9% |
| Admin fee / account holder | $278 | $5,956-95.3% | $13,210-97.9% | $5,651-95.1% |