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 | $19,739 | $105,859-81.4% | $90,160-78.1% | $147,584-86.6% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 17.51% | 37.63%-20.1pp | 34.88%-17.4pp | 578.55%-561.0pp |
| Employer contribution / active EE | $2,143 | $4,126-48.1% | $3,318-35.4% | $4,876-56.1% |
| Participant deferral / active EE | $4,874 | $5,733-15.0% | $5,288-7.8% | $5,439-10.4% |
| Admin fee / account holder | $90 | $8,046-98.9% | $5,943-98.5% | $10,885-99.2% |