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 | $32,749 | $111,754-70.7% | $103,333-68.3% | $145,922-77.6% |
| Participation rate | 72.2% | 77.9%-5.7pp | 74.5%-2.3pp | 80.3%-8.1pp |
| Annual return | 12.76% | 24.77%-12.0pp | 24.88%-12.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,137 | $4,212-73.0% | $3,868-70.6% | $4,660-75.6% |
| Participant deferral / active EE | $1,725 | $5,619-69.3% | $5,057-65.9% | $6,688-74.2% |
| Admin fee / account holder | $284 | $9,750-97.1% | $8,355-96.6% | $13,397-97.9% |