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 | $59,993 | $63,861-6.1% | $104,607-42.6% | $79,858-24.9% |
| Participation rate | 83.0% | 64.9%+18.1pp | 74.1%+8.9pp | 69.6%+13.3pp |
| Annual return | 19.57% | 21.30%-1.7pp | 340.46%-320.9pp | 31.71%-12.1pp |
| Employer contribution / active EE | $603 | $1,588-62.0% | $2,681-77.5% | $2,471-75.6% |
| Participant deferral / active EE | $1,360 | $2,693-49.5% | $3,740-63.6% | $3,740-63.6% |
| Admin fee / account holder | $110 | $4,185-97.4% | $6,473-98.3% | $5,306-97.9% |