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 | $22,991 | $56,897-59.6% | $84,750-72.9% | $62,891-63.4% |
| Participation rate | 81.3% | 68.5%+12.7pp | 76.6%+4.7pp | 69.3%+11.9pp |
| Annual return | 5.40% | 6.30%-0.9pp | 22.78%-17.4pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,531 | $2,400-36.2% | $3,574-57.2% | $2,281-32.9% |
| Participant deferral / active EE | $1,272 | $2,709-53.1% | $3,712-65.7% | $3,203-60.3% |
| Admin fee / account holder | $130 | $3,581-96.4% | $5,332-97.6% | $4,296-97.0% |