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 | $17,352 | $99,341-82.5% | $84,750-79.5% | $273,961-93.7% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 12.93% | 22.93%-10.0pp | 22.78%-9.8pp | 41.45%-28.5pp |
| Employer contribution / active EE | $1,527 | $4,214-63.8% | $3,574-57.3% | $4,869-68.6% |
| Participant deferral / active EE | $3,744 | $4,269-12.3% | $3,712+0.9% | $5,287-29.2% |
| Admin fee / account holder | $44 | $6,644-99.3% | $5,332-99.2% | $10,132-99.6% |