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 | $134,250 | $78,422+71.2% | $95,952+39.9% | $79,858+68.1% |
| Participation rate | 73.3% | 73.5%-0.2pp | 77.1%-3.7pp | 69.6%+3.7pp |
| Annual return | 18.14% | 19.37%-1.2pp | 91.61%-73.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $507 | $1,945-73.9% | $2,541-80.0% | $2,471-79.5% |
| Participant deferral / active EE | $3,426 | $3,440-0.4% | $4,167-17.8% | $3,740-8.4% |
| Admin fee / account holder | $250 | $5,622-95.6% | $6,795-96.3% | $5,306-95.3% |