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 | $10,157 | $108,172-90.6% | $77,482-86.9% | $158,922-93.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 24.17% | 31.67%-7.5pp | 54.79%-30.6pp | 302.83%-278.7pp |
| Employer contribution / active EE | $582 | $1,325-56.1% | $986-41.0% | $4,761-87.8% |
| Participant deferral / active EE | $5,103 | $2,456+107.8% | $1,861+174.2% | $5,982-14.7% |
| Admin fee / account holder | $296 | $3,708-92.0% | $2,858-89.6% | $11,246-97.4% |