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 | $24,807 | $48,364-48.7% | $71,796-65.4% | $62,891-60.6% |
| Participation rate | 86.7% | 60.6%+26.0pp | 69.1%+17.6pp | 69.3%+17.4pp |
| Annual return | 6.95% | 13.16%-6.2pp | 78.04%-71.1pp | 20.14%-13.2pp |
| Employer contribution / active EE | $210 | $1,042-79.8% | $1,924-89.1% | $2,281-90.8% |
| Participant deferral / active EE | $1,354 | $2,091-35.3% | $2,794-51.6% | $3,203-57.7% |
| Admin fee / account holder | $46 | $3,771-98.8% | $4,815-99.0% | $4,296-98.9% |