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 | $31,083 | $46,869-33.7% | $122,332-74.6% | $70,131-55.7% |
| Participation rate | 71.7% | 58.2%+13.5pp | 71.6%+0.1pp | 69.5%+2.2pp |
| Annual return | 15.40% | 24.22%-8.8pp | 30.27%-14.9pp | 73.14%-57.7pp |
| Employer contribution / active EE | $594 | $1,288-53.8% | $4,050-85.3% | $2,342-74.6% |
| Participant deferral / active EE | $1,400 | $2,166-35.4% | $3,287-57.4% | $3,332-58.0% |
| Admin fee / account holder | $167 | $3,322-95.0% | $5,478-97.0% | $4,645-96.4% |