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 | $38,177 | $93,346-59.1% | $71,796-46.8% | $273,961-86.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 10.05% | 130.39%-120.3pp | 78.04%-68.0pp | 41.45%-31.4pp |
| Employer contribution / active EE | $661 | $2,733-75.8% | $1,924-65.6% | $4,869-86.4% |
| Participant deferral / active EE | $798 | $3,475-77.0% | $2,794-71.4% | $5,287-84.9% |
| Admin fee / account holder | $101 | $6,571-98.5% | $4,815-97.9% | $10,132-99.0% |