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 | $36,803 | $89,355-58.8% | $141,162-73.9% | $72,985-49.6% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.5%+6.4pp | 69.5%+19.4pp |
| Annual return | 22.81% | 111.85%-89.0pp | 71.39%-48.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,481 | $3,114-52.4% | $4,735-68.7% | $2,440-39.3% |
| Participant deferral / active EE | $3,267 | $5,418-39.7% | $6,709-51.3% | $3,607-9.4% |
| Admin fee / account holder | $45 | $5,958-99.2% | $10,261-99.6% | $5,124-99.1% |