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 | $39,285 | $54,541-28.0% | $78,778-50.1% | $70,131-44.0% |
| Participation rate | 74.1% | 60.8%+13.3pp | 69.2%+4.9pp | 69.5%+4.5pp |
| Annual return | 13.65% | 21.07%-7.4pp | 35.62%-22.0pp | 73.14%-59.5pp |
| Employer contribution / active EE | $295 | $1,089-72.9% | $1,986-85.1% | $2,342-87.4% |
| Participant deferral / active EE | $1,523 | $2,210-31.1% | $2,958-48.5% | $3,332-54.3% |
| Admin fee / account holder | $278 | $3,709-92.5% | $5,134-94.6% | $4,645-94.0% |