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 | $34,335 | $103,376-66.8% | $87,100-60.6% | $152,861-77.5% |
| Participation rate | 70.6% | 79.3%-8.8pp | 76.9%-6.3pp | 82.4%-11.9pp |
| Annual return | 25.11% | 28.10%-3.0pp | 28.19%-3.1pp | 345.32%-320.2pp |
| Employer contribution / active EE | $1,186 | $3,220-63.2% | $2,521-53.0% | $4,762-75.1% |
| Participant deferral / active EE | $1,627 | $4,778-65.9% | $4,049-59.8% | $5,850-72.2% |
| Admin fee / account holder | $126 | $12,205-99.0% | $7,497-98.3% | $11,596-98.9% |