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 | $39,220 | $93,346-58.0% | $71,796-45.4% | $273,961-85.7% |
| Participation rate | 83.3% | 76.5%+6.8pp | 69.1%+14.2pp | 83.0%+0.3pp |
| Annual return | 5.65% | 130.39%-124.7pp | 78.04%-72.4pp | 41.45%-35.8pp |
| Employer contribution / active EE | $667 | $2,733-75.6% | $1,924-65.3% | $4,869-86.3% |
| Participant deferral / active EE | $1,208 | $3,475-65.3% | $2,794-56.8% | $5,287-77.2% |
| Admin fee / account holder | $207 | $6,571-96.8% | $4,815-95.7% | $10,132-98.0% |