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 | $23,432 | $101,069-76.8% | $81,478-71.2% | $147,584-84.1% |
| Participation rate | 72.7% | 74.5%-1.7pp | 68.0%+4.8pp | 82.8%-10.1pp |
| Annual return | 9.51% | 32.40%-22.9pp | 38.78%-29.3pp | 578.55%-569.0pp |
| Employer contribution / active EE | $1,646 | $3,205-48.6% | $2,568-35.9% | $4,876-66.2% |
| Participant deferral / active EE | $2,628 | $4,242-38.1% | $3,537-25.7% | $5,439-51.7% |
| Admin fee / account holder | $19 | $5,812-99.7% | $4,561-99.6% | $10,885-99.8% |