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 | $25,345 | $85,202-70.3% | $172,739-85.3% | $72,985-65.3% |
| Participation rate | 71.8% | 70.1%+1.7pp | 82.6%-10.9pp | 69.5%+2.3pp |
| Annual return | 23.26% | 27.32%-4.1pp | 802.84%-779.6pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,084 | $3,324-67.4% | $5,143-78.9% | $2,440-55.6% |
| Participant deferral / active EE | $3,360 | $3,260+3.1% | $5,198-35.3% | $3,607-6.9% |
| Admin fee / account holder | $30 | $5,884-99.5% | $13,954-99.8% | $5,124-99.4% |