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 | $133,922-86.6% | $116,228-84.6% | $142,382-87.4% |
| Participation rate | 76.9% | 77.9%-0.9pp | 74.6%+2.4pp | 80.1%-3.2pp |
| Annual return | 11.07% | 147.76%-136.7pp | 90.06%-79.0pp | 217.08%-206.0pp |
| Employer contribution / active EE | $809 | $3,446-76.5% | $2,994-73.0% | $4,299-81.2% |
| Participant deferral / active EE | $2,145 | $5,672-62.2% | $4,953-56.7% | $6,507-67.0% |
| Admin fee / account holder | $69 | $14,945-99.5% | $11,989-99.4% | $12,624-99.5% |