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 | $89,479 | $57,354+56.0% | $83,848+6.7% | $64,186+39.4% |
| Participation rate | 72.4% | 68.6%+3.8pp | 76.1%-3.7pp | 69.6%+2.8pp |
| Annual return | 13.38% | 11.38%+2.0pp | 850.88%-837.5pp | 7.63%+5.7pp |
| Employer contribution / active EE | $645 | $2,545-74.7% | $3,631-82.2% | $2,381-72.9% |
| Participant deferral / active EE | $1,616 | $2,993-46.0% | $4,082-60.4% | $3,470-53.4% |
| Admin fee / account holder | $19 | $4,046-99.5% | $5,478-99.6% | $4,888-99.6% |