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 | $19,232 | $46,869-59.0% | $122,332-84.3% | $70,131-72.6% |
| Participation rate | 80.6% | 58.2%+22.4pp | 71.6%+8.9pp | 69.5%+11.0pp |
| Annual return | 22.23% | 24.22%-2.0pp | 30.27%-8.0pp | 73.14%-50.9pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,435 | $2,166+12.4% | $3,287-25.9% | $3,332-26.9% |
| Admin fee / account holder | $144 | $3,322-95.7% | $5,478-97.4% | $4,645-96.9% |