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 | $52,906 | $63,346-16.5% | $92,233-42.6% | $70,131-24.6% |
| Participation rate | 73.9% | 68.7%+5.2pp | 76.5%-2.6pp | 69.5%+4.4pp |
| Annual return | 13.93% | 530.12%-516.2pp | 176.28%-162.4pp | 73.14%-59.2pp |
| Employer contribution / active EE | $978 | $2,471-60.4% | $3,679-73.4% | $2,342-58.3% |
| Participant deferral / active EE | $3,033 | $2,854+6.3% | $3,897-22.2% | $3,332-9.0% |
| Admin fee / account holder | $270 | $3,840-93.0% | $5,194-94.8% | $4,645-94.2% |