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 | $7,416 | $34,308-78.4% | $74,701-90.1% | $72,985-89.8% |
| Participation rate | 96.0% | 42.4%+53.6pp | 54.5%+41.5pp | 69.5%+26.5pp |
| Annual return | 25.52% | 26.58%-1.1pp | 752.92%-727.4pp | 81.00%-55.5pp |
| Employer contribution / active EE | $462 | $692-33.2% | $1,084-57.4% | $2,440-81.1% |
| Participant deferral / active EE | $1,358 | $1,271+6.8% | $1,964-30.8% | $3,607-62.4% |
| Admin fee / account holder | $243 | $2,124-88.6% | $3,333-92.7% | $5,124-95.3% |