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 | $31,596 | $85,202-62.9% | $172,739-81.7% | $72,985-56.7% |
| Participation rate | 72.7% | 70.1%+2.7pp | 82.6%-9.9pp | 69.5%+3.2pp |
| Annual return | 20.07% | 27.32%-7.3pp | 802.84%-782.8pp | 81.00%-60.9pp |
| Employer contribution / active EE | $816 | $3,324-75.4% | $5,143-84.1% | $2,440-66.5% |
| Participant deferral / active EE | $1,738 | $3,260-46.7% | $5,198-66.6% | $3,607-51.8% |
| Admin fee / account holder | $206 | $5,884-96.5% | $13,954-98.5% | $5,124-96.0% |