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 | $29,082 | $80,717-64.0% | $154,803-81.2% | $84,808-65.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.55% | 37.96%-23.4pp | 58.88%-44.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,451 | $2,761-47.5% | $4,305-66.3% | $2,631-44.9% |
| Participant deferral / active EE | $3,981 | $3,303+20.5% | $5,540-28.2% | $4,212-5.5% |
| Admin fee / account holder | $149 | $6,746-97.8% | $14,329-99.0% | $7,344-98.0% |