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 | $19,518 | $99,341-80.4% | $84,750-77.0% | $273,961-92.9% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 9.88% | 22.93%-13.1pp | 22.78%-12.9pp | 41.45%-31.6pp |
| Employer contribution / active EE | $1,017 | $4,214-75.9% | $3,574-71.5% | $4,869-79.1% |
| Participant deferral / active EE | $3,197 | $4,269-25.1% | $3,712-13.9% | $5,287-39.5% |
| Admin fee / account holder | $95 | $6,644-98.6% | $5,332-98.2% | $10,132-99.1% |