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 | $40,969 | $74,927-45.3% | $101,794-59.8% | $84,808-51.7% |
| Participation rate | 85.2% | 61.4%+23.8pp | 69.2%+16.0pp | 68.3%+16.9pp |
| Annual return | 15.31% | 18.70%-3.4pp | 30.53%-15.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $764 | $1,522-49.8% | $2,289-66.6% | $2,631-70.9% |
| Participant deferral / active EE | $3,446 | $3,099+11.2% | $4,084-15.6% | $4,212-18.2% |
| Admin fee / account holder | $0 | $6,514-100.0% | $8,777-100.0% | $7,344-100.0% |