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 | $28,603 | $84,233-66.0% | $170,442-83.2% | $70,131-59.2% |
| Participation rate | 82.5% | 70.8%+11.7pp | 83.6%-1.1pp | 69.5%+13.0pp |
| Annual return | 14.65% | 23.06%-8.4pp | 205.93%-191.3pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,405 | $3,387-58.5% | $5,433-74.1% | $2,342-40.0% |
| Participant deferral / active EE | $3,236 | $3,086+4.9% | $4,939-34.5% | $3,332-2.9% |
| Admin fee / account holder | $64 | $5,698-98.9% | $13,880-99.5% | $4,645-98.6% |