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 | $37,886 | $81,248-53.4% | $155,509-75.6% | $80,856-53.1% |
| Participation rate | 73.3% | 66.2%+7.1pp | 78.2%-4.9pp | 67.6%+5.7pp |
| Annual return | 15.08% | 33.31%-18.2pp | 64.67%-49.6pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,450 | $3,100-53.2% | $4,672-69.0% | $2,755-47.4% |
| Participant deferral / active EE | $5,613 | $3,452+62.6% | $5,626-0.2% | $4,296+30.7% |
| Admin fee / account holder | $224 | $7,997-97.2% | $15,912-98.6% | $6,918-96.8% |