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 | $39,799 | $46,869-15.1% | $122,332-67.5% | $70,131-43.3% |
| Participation rate | 76.7% | 58.2%+18.5pp | 71.6%+5.0pp | 69.5%+7.1pp |
| Annual return | 13.44% | 24.22%-10.8pp | 30.27%-16.8pp | 73.14%-59.7pp |
| Employer contribution / active EE | $937 | $1,288-27.2% | $4,050-76.9% | $2,342-60.0% |
| Participant deferral / active EE | $3,242 | $2,166+49.6% | $3,287-1.4% | $3,332-2.7% |
| Admin fee / account holder | $213 | $3,322-93.6% | $5,478-96.1% | $4,645-95.4% |