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 | $25,717 | $102,966-75.0% | $90,281-71.5% | $152,861-83.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 16.87% | 95.16%-78.3pp | 78.10%-61.2pp | 345.32%-328.4pp |
| Employer contribution / active EE | $945 | $3,139-69.9% | $2,854-66.9% | $4,762-80.2% |
| Participant deferral / active EE | $3,757 | $4,281-12.3% | $3,885-3.3% | $5,850-35.8% |
| Admin fee / account holder | $229 | $6,171-96.3% | $5,351-95.7% | $11,596-98.0% |