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 | $19,681 | $46,869-58.0% | $122,332-83.9% | $70,131-71.9% |
| Participation rate | 77.1% | 58.2%+19.0pp | 71.6%+5.5pp | 69.5%+7.6pp |
| Annual return | 14.54% | 24.22%-9.7pp | 30.27%-15.7pp | 73.14%-58.6pp |
| Employer contribution / active EE | $743 | $1,288-42.3% | $4,050-81.7% | $2,342-68.3% |
| Participant deferral / active EE | $1,366 | $2,166-36.9% | $3,287-58.4% | $3,332-59.0% |
| Admin fee / account holder | $240 | $3,322-92.8% | $5,478-95.6% | $4,645-94.8% |