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 | $31,712 | $48,364-34.4% | $71,796-55.8% | $62,891-49.6% |
| Participation rate | 82.9% | 60.6%+22.3pp | 69.1%+13.8pp | 69.3%+13.6pp |
| Annual return | 8.30% | 13.16%-4.9pp | 78.04%-69.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $488 | $1,042-53.2% | $1,924-74.7% | $2,281-78.6% |
| Participant deferral / active EE | $2,019 | $2,091-3.4% | $2,794-27.7% | $3,203-37.0% |
| Admin fee / account holder | $177 | $3,771-95.3% | $4,815-96.3% | $4,296-95.9% |