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 | $35,341 | $58,512-39.6% | $84,015-57.9% | $72,985-51.6% |
| Participation rate | 92.3% | 61.2%+31.1pp | 69.0%+23.3pp | 69.5%+22.8pp |
| Annual return | 18.29% | 28.93%-10.6pp | 71.31%-53.0pp | 81.00%-62.7pp |
| Employer contribution / active EE | $387 | $1,163-66.7% | $1,983-80.5% | $2,440-84.1% |
| Participant deferral / active EE | $1,858 | $2,394-22.4% | $3,239-42.6% | $3,607-48.5% |
| Admin fee / account holder | $7 | $4,569-99.9% | $6,101-99.9% | $5,124-99.9% |