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 | $13,492 | $90,503-85.1% | $78,689-82.9% | $273,961-95.1% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 11.59% | 75.60%-64.0pp | 62.18%-50.6pp | 41.45%-29.9pp |
| Employer contribution / active EE | $1,249 | $3,176-60.7% | $2,851-56.2% | $4,869-74.3% |
| Participant deferral / active EE | $3,589 | $3,901-8.0% | $3,517+2.1% | $5,287-32.1% |
| Admin fee / account holder | $109 | $5,263-97.9% | $4,510-97.6% | $10,132-98.9% |