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 | $11,501 | $65,685-82.5% | $57,179-79.9% | $273,961-95.8% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.3%-0.3pp | 83.0%-8.0pp |
| Annual return | 19.28% | 21.99%-2.7pp | 14.59%+4.7pp | 41.45%-22.2pp |
| Employer contribution / active EE | $330 | $3,279-89.9% | $2,682-87.7% | $4,869-93.2% |
| Participant deferral / active EE | $5,775 | $3,782+52.7% | $3,096+86.5% | $5,287+9.2% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |