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 | $20,716 | $86,699-76.1% | $73,307-71.7% | $125,391-83.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 1.61% | 2.78%-1.2pp | 5.67%-4.1pp | 282.22%-280.6pp |
| Employer contribution / active EE | $1,474 | $4,152-64.5% | $3,237-54.5% | $4,866-69.7% |
| Participant deferral / active EE | $1,778 | $5,550-68.0% | $4,991-64.4% | $5,352-66.8% |
| Admin fee / account holder | $198 | $7,771-97.5% | $5,637-96.5% | $9,540-97.9% |