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 | $73,435 | $110,261-33.4% | $95,745-23.3% | $139,434-47.3% |
| Participation rate | 93.3% | 75.8%+17.6pp | 72.3%+21.1pp | 80.3%+13.0pp |
| Annual return | 21.19% | 27.11%-5.9pp | 28.35%-7.2pp | 372.94%-351.8pp |
| Employer contribution / active EE | $741 | $3,257-77.3% | $2,835-73.9% | $4,751-84.4% |
| Participant deferral / active EE | $1,930 | $4,676-58.7% | $4,245-54.5% | $6,710-71.2% |
| Admin fee / account holder | $178 | $6,613-97.3% | $5,678-96.9% | $11,403-98.4% |