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 | $30,239 | $106,890-71.7% | $84,015-64.0% | $152,861-80.2% |
| Participation rate | 70.0% | 75.2%-5.2pp | 69.0%+1.0pp | 82.4%-12.4pp |
| Annual return | 18.91% | 104.99%-86.1pp | 71.31%-52.4pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,454 | $2,734-46.8% | $1,983-26.7% | $4,762-69.5% |
| Participant deferral / active EE | $3,247 | $4,011-19.1% | $3,239+0.2% | $5,850-44.5% |
| Admin fee / account holder | $182 | $8,285-97.8% | $6,101-97.0% | $11,596-98.4% |