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 | $17,920 | $132,634-86.5% | $115,768-84.5% | $137,256-86.9% |
| Participation rate | 76.9% | 77.9%-0.9pp | 74.4%+2.5pp | 80.0%-3.0pp |
| Annual return | 11.07% | 160.70%-149.6pp | 100.46%-89.4pp | 220.34%-209.3pp |
| Employer contribution / active EE | $809 | $3,360-75.9% | $2,940-72.5% | $4,156-80.5% |
| Participant deferral / active EE | $2,145 | $5,619-61.8% | $4,917-56.4% | $6,407-66.5% |
| Admin fee / account holder | $69 | $15,028-99.5% | $12,439-99.4% | $12,270-99.4% |