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 | $37,567 | $91,037-58.7% | $71,671-47.6% | $147,584-74.5% |
| Participation rate | 72.7% | 76.1%-3.4pp | 68.7%+4.0pp | 82.8%-10.1pp |
| Annual return | 13.35% | 20.48%-7.1pp | 20.65%-7.3pp | 578.55%-565.2pp |
| Employer contribution / active EE | $1,415 | $3,327-57.5% | $2,460-42.5% | $4,876-71.0% |
| Participant deferral / active EE | $3,882 | $4,498-13.7% | $3,438+12.9% | $5,439-28.6% |
| Admin fee / account holder | $156 | $8,613-98.2% | $5,558-97.2% | $10,885-98.6% |