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 | $29,310 | $75,828-61.3% | $147,614-80.1% | $59,632-50.8% |
| Participation rate | 83.8% | 71.6%+12.2pp | 84.6%-0.8pp | 68.7%+15.1pp |
| Annual return | 2.61% | 0.37%+2.2pp | 61.98%-59.4pp | 2041.28%-2038.7pp |
| Employer contribution / active EE | $449 | $3,485-87.1% | $5,564-91.9% | $2,203-79.6% |
| Participant deferral / active EE | $2,259 | $3,130-27.8% | $4,895-53.9% | $3,192-29.2% |
| Admin fee / account holder | $293 | $5,985-95.1% | $11,611-97.5% | $4,297-93.2% |