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 | $41,145 | $48,364-14.9% | $71,796-42.7% | $62,891-34.6% |
| Participation rate | 74.2% | 60.6%+13.6pp | 69.1%+5.1pp | 69.3%+4.9pp |
| Annual return | 5.17% | 13.16%-8.0pp | 78.04%-72.9pp | 20.14%-15.0pp |
| Employer contribution / active EE | $352 | $1,042-66.2% | $1,924-81.7% | $2,281-84.6% |
| Participant deferral / active EE | $1,855 | $2,091-11.3% | $2,794-33.6% | $3,203-42.1% |
| Admin fee / account holder | $33 | $3,771-99.1% | $4,815-99.3% | $4,296-99.2% |