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 | $14,374 | $48,046-70.1% | $84,611-83.0% | $72,985-80.3% |
| Participation rate | 86.5% | 57.6%+28.9pp | 68.2%+18.3pp | 69.5%+17.0pp |
| Annual return | 17.94% | 37.38%-19.4pp | 258.74%-240.8pp | 81.00%-63.1pp |
| Employer contribution / active EE | $306 | $1,602-80.9% | $2,652-88.4% | $2,440-87.4% |
| Participant deferral / active EE | $1,708 | $2,680-36.3% | $3,899-56.2% | $3,607-52.6% |
| Admin fee / account holder | $297 | $3,395-91.2% | $4,912-93.9% | $5,124-94.2% |