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 | $27,637 | $73,933-62.6% | $96,683-71.4% | $75,163-63.2% |
| Participation rate | 83.9% | 66.4%+17.4pp | 74.3%+9.5pp | 67.2%+16.7pp |
| Annual return | 17.22% | 26.70%-9.5pp | 35.69%-18.5pp | 160.62%-143.4pp |
| Employer contribution / active EE | $1,452 | $2,928-50.4% | $3,737-61.2% | $2,670-45.6% |
| Participant deferral / active EE | $2,617 | $3,659-28.5% | $4,878-46.4% | $4,125-36.6% |
| Admin fee / account holder | $300 | $5,216-94.3% | $6,730-95.5% | $5,651-94.7% |