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 | $13,980 | $99,020-85.9% | $86,590-83.9% | $147,584-90.5% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 16.93% | 1312.34%-1295.4pp | 964.84%-947.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,330 | $3,132-57.5% | $2,839-53.2% | $4,876-72.7% |
| Participant deferral / active EE | $2,418 | $3,972-39.1% | $3,609-33.0% | $5,439-55.6% |
| Admin fee / account holder | $167 | $5,710-97.1% | $4,906-96.6% | $10,885-98.5% |