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 | $27,739 | $72,071-61.5% | $68,368-59.4% | $137,256-79.8% |
| Participation rate | 84.2% | 76.2%+8.0pp | 73.8%+10.5pp | 80.0%+4.3pp |
| Annual return | 15.83% | 353.14%-337.3pp | 292.57%-276.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $976 | $2,788-65.0% | $2,649-63.2% | $4,156-76.5% |
| Participant deferral / active EE | $2,713 | $4,410-38.5% | $4,123-34.2% | $6,407-57.7% |
| Admin fee / account holder | $45 | $5,336-99.2% | $5,150-99.1% | $12,270-99.6% |