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 | $34,885 | $77,813-55.2% | $123,544-71.8% | $64,186-45.6% |
| Participation rate | 79.5% | 74.7%+4.8pp | 82.3%-2.8pp | 69.6%+9.9pp |
| Annual return | 9.61% | 12.48%-2.9pp | 119.20%-109.6pp | 7.63%+2.0pp |
| Employer contribution / active EE | $2,004 | $3,014-33.5% | $4,628-56.7% | $2,381-15.8% |
| Participant deferral / active EE | $4,798 | $5,240-8.4% | $6,426-25.3% | $3,470+38.3% |
| Admin fee / account holder | $244 | $5,519-95.6% | $9,284-97.4% | $4,888-95.0% |