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 | $26,211 | $57,590-54.5% | $86,233-69.6% | $82,448-68.2% |
| Participation rate | 93.3% | 57.9%+35.5pp | 69.0%+24.3pp | 68.1%+25.3pp |
| Annual return | 13.72% | 22.41%-8.7pp | 61.39%-47.7pp | 41.64%-27.9pp |
| Employer contribution / active EE | $650 | $1,655-60.8% | $2,504-74.1% | $2,551-74.5% |
| Participant deferral / active EE | $3,857 | $3,080+25.2% | $4,559-15.4% | $4,139-6.8% |
| Admin fee / account holder | $125 | $4,730-97.4% | $8,342-98.5% | $7,234-98.3% |