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 | $44,635 | $96,557-53.8% | $80,975-44.9% | $273,961-83.7% |
| Participation rate | 81.0% | 79.1%+1.9pp | 75.8%+5.1pp | 83.0%-2.1pp |
| Annual return | 7.17% | 15.14%-8.0pp | 17.10%-9.9pp | 41.45%-34.3pp |
| Employer contribution / active EE | $787 | $4,868-83.8% | $3,714-78.8% | $4,869-83.8% |
| Participant deferral / active EE | $3,736 | $6,598-43.4% | $5,696-34.4% | $5,287-29.3% |
| Admin fee / account holder | $151 | $7,492-98.0% | $5,516-97.3% | $10,132-98.5% |