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 | $28,193 | $69,977-59.7% | $108,579-74.0% | $62,891-55.2% |
| Participation rate | 74.2% | 72.9%+1.3pp | 79.6%-5.4pp | 69.3%+4.9pp |
| Annual return | 8.26% | 10.73%-2.5pp | -51.70%+60.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,448 | $2,135-32.2% | $3,758-61.5% | $2,281-36.5% |
| Participant deferral / active EE | $2,410 | $3,165-23.8% | $4,311-44.1% | $3,203-24.8% |
| Admin fee / account holder | $99 | $5,076-98.0% | $7,645-98.7% | $4,296-97.7% |