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 | $55,281 | $104,664-47.2% | $85,682-35.5% | $167,490-67.0% |
| Participation rate | 77.8% | 76.4%+1.4pp | 69.9%+7.9pp | 82.1%-4.3pp |
| Annual return | 12.89% | 21.45%-8.6pp | 21.49%-8.6pp | 478.56%-465.7pp |
| Employer contribution / active EE | $987 | $3,337-70.4% | $2,618-62.3% | $4,837-79.6% |
| Participant deferral / active EE | $2,694 | $4,824-44.2% | $3,923-31.3% | $6,341-57.5% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |