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 | $72,118 | $104,251-30.8% | $91,001-20.7% | $147,584-51.1% |
| Participation rate | 70.0% | 78.2%-8.2pp | 75.6%-5.6pp | 82.8%-12.8pp |
| Annual return | 10.95% | 27.06%-16.1pp | 4.60%+6.4pp | 578.55%-567.6pp |
| Employer contribution / active EE | $532 | $3,116-82.9% | $2,456-78.3% | $4,876-89.1% |
| Participant deferral / active EE | $2,128 | $4,195-49.3% | $3,547-40.0% | $5,439-60.9% |
| Admin fee / account holder | $47 | $8,948-99.5% | $5,417-99.1% | $10,885-99.6% |