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 | $33,302 | $60,349-44.8% | $74,183-55.1% | $62,891-47.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.73% | 21.37%-12.6pp | 17.74%-9.0pp | 20.14%-11.4pp |
| Employer contribution / active EE | $915 | $1,680-45.5% | $2,370-61.4% | $2,281-59.9% |
| Participant deferral / active EE | $1,931 | $2,856-32.4% | $3,550-45.6% | $3,203-39.7% |
| Admin fee / account holder | $294 | $4,261-93.1% | $5,586-94.7% | $4,296-93.2% |