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 | $37,532 | $153,311-75.5% | $109,313-65.7% | $273,961-86.3% |
| Participation rate | 71.4% | 80.1%-8.7pp | 71.3%+0.2pp | 83.0%-11.6pp |
| Annual return | 8.29% | 29.86%-21.6pp | 22.07%-13.8pp | 41.45%-33.2pp |
| Employer contribution / active EE | $1,910 | $5,619-66.0% | $3,892-50.9% | $4,869-60.8% |
| Participant deferral / active EE | $3,360 | $3,932-14.6% | $3,166+6.1% | $5,287-36.5% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |