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 | $34,920 | $52,681-33.7% | $75,781-53.9% | $59,632-41.4% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.8%+4.2pp | 68.7%+11.3pp |
| Annual return | 0.36% | 2.95%-2.6pp | 9.68%-9.3pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $1,533 | $2,193-30.1% | $3,323-53.9% | $2,203-30.4% |
| Participant deferral / active EE | $2,908 | $2,591+12.2% | $3,651-20.4% | $3,192-8.9% |
| Admin fee / account holder | $269 | $3,610-92.5% | $5,299-94.9% | $4,297-93.7% |