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 | $29,509 | $153,311-80.8% | $109,313-73.0% | $273,961-89.2% |
| Participation rate | 77.8% | 80.1%-2.3pp | 71.3%+6.5pp | 83.0%-5.2pp |
| Annual return | 9.25% | 29.86%-20.6pp | 22.07%-12.8pp | 41.45%-32.2pp |
| Employer contribution / active EE | $1,306 | $5,619-76.8% | $3,892-66.4% | $4,869-73.2% |
| Participant deferral / active EE | $2,445 | $3,932-37.8% | $3,166-22.8% | $5,287-53.8% |
| Admin fee / account holder | $7 | $8,076-99.9% | $5,666-99.9% | $10,132-99.9% |