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 | $25,205 | $96,557-73.9% | $80,975-68.9% | $273,961-90.8% |
| Participation rate | 90.9% | 79.1%+11.8pp | 75.8%+15.1pp | 83.0%+7.9pp |
| Annual return | 10.91% | 15.14%-4.2pp | 17.10%-6.2pp | 41.45%-30.5pp |
| Employer contribution / active EE | $2,411 | $4,868-50.5% | $3,714-35.1% | $4,869-50.5% |
| Participant deferral / active EE | $4,997 | $6,598-24.3% | $5,696-12.3% | $5,287-5.5% |
| Admin fee / account holder | $15 | $7,492-99.8% | $5,516-99.7% | $10,132-99.9% |