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 | $34,187 | $91,190-62.5% | $178,490-80.8% | $79,858-57.2% |
| Participation rate | 73.7% | 69.2%+4.5pp | 81.9%-8.2pp | 69.6%+4.1pp |
| Annual return | 19.44% | 24.19%-4.7pp | 151.07%-131.6pp | 31.71%-12.3pp |
| Employer contribution / active EE | $1,165 | $3,256-64.2% | $5,011-76.8% | $2,471-52.9% |
| Participant deferral / active EE | $3,872 | $3,236+19.7% | $5,202-25.6% | $3,740+3.5% |
| Admin fee / account holder | $253 | $6,751-96.2% | $13,984-98.2% | $5,306-95.2% |