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 | $24,787 | $103,376-76.0% | $87,100-71.5% | $152,861-83.8% |
| Participation rate | 82.4% | 79.3%+3.0pp | 76.9%+5.5pp | 82.4%-0.1pp |
| Annual return | 20.30% | 28.10%-7.8pp | 28.19%-7.9pp | 345.32%-325.0pp |
| Employer contribution / active EE | $1,274 | $3,220-60.4% | $2,521-49.5% | $4,762-73.2% |
| Participant deferral / active EE | $3,030 | $4,778-36.6% | $4,049-25.2% | $5,850-48.2% |
| Admin fee / account holder | $8 | $12,205-99.9% | $7,497-99.9% | $11,596-99.9% |