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 | $44,624 | $52,580-15.1% | $71,671-37.7% | $70,131-36.4% |
| Participation rate | 76.5% | 60.9%+15.6pp | 68.7%+7.7pp | 69.5%+6.9pp |
| Annual return | 19.86% | 20.25%-0.4pp | 20.65%-0.8pp | 73.14%-53.3pp |
| Employer contribution / active EE | $274 | $1,616-83.1% | $2,460-88.9% | $2,342-88.3% |
| Participant deferral / active EE | $1,350 | $2,386-43.4% | $3,438-60.7% | $3,332-59.5% |
| Admin fee / account holder | $48 | $3,653-98.7% | $5,558-99.1% | $4,645-99.0% |