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 | $18,448 | $96,557-80.9% | $80,975-77.2% | $273,961-93.3% |
| Participation rate | 70.8% | 79.1%-8.3pp | 75.8%-5.0pp | 83.0%-12.2pp |
| Annual return | 12.32% | 15.14%-2.8pp | 17.10%-4.8pp | 41.45%-29.1pp |
| Employer contribution / active EE | $2,964 | $4,868-39.1% | $3,714-20.2% | $4,869-39.1% |
| Participant deferral / active EE | $3,769 | $6,598-42.9% | $5,696-33.8% | $5,287-28.7% |
| Admin fee / account holder | $11 | $7,492-99.8% | $5,516-99.8% | $10,132-99.9% |