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 | $38,954 | $74,927-48.0% | $101,794-61.7% | $84,808-54.1% |
| Participation rate | 77.1% | 61.4%+15.7pp | 69.2%+8.0pp | 68.3%+8.8pp |
| Annual return | 16.53% | 18.70%-2.2pp | 30.53%-14.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $936 | $1,522-38.5% | $2,289-59.1% | $2,631-64.4% |
| Participant deferral / active EE | $2,072 | $3,099-33.1% | $4,084-49.3% | $4,212-50.8% |
| Admin fee / account holder | $247 | $6,514-96.2% | $8,777-97.2% | $7,344-96.6% |