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 | $21,986 | $99,341-77.9% | $84,750-74.1% | $273,961-92.0% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 10.53% | 22.93%-12.4pp | 22.78%-12.3pp | 41.45%-30.9pp |
| Employer contribution / active EE | $1,661 | $4,214-60.6% | $3,574-53.5% | $4,869-65.9% |
| Participant deferral / active EE | $3,573 | $4,269-16.3% | $3,712-3.7% | $5,287-32.4% |
| Admin fee / account holder | $18 | $6,644-99.7% | $5,332-99.7% | $10,132-99.8% |