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 | $34,642 | $77,419-55.3% | $69,455-50.1% | $152,861-77.3% |
| Participation rate | 81.0% | 78.1%+2.8pp | 74.6%+6.3pp | 82.4%-1.5pp |
| Annual return | 21.35% | 39.06%-17.7pp | 28.97%-7.6pp | 345.32%-324.0pp |
| Employer contribution / active EE | $907 | $3,315-72.6% | $2,779-67.4% | $4,762-81.0% |
| Participant deferral / active EE | $2,976 | $4,414-32.6% | $3,535-15.8% | $5,850-49.1% |
| Admin fee / account holder | $135 | $6,207-97.8% | $3,839-96.5% | $11,596-98.8% |