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 | $14,689 | $102,966-85.7% | $90,281-83.7% | $152,861-90.4% |
| Participation rate | 72.7% | 75.9%-3.1pp | 73.3%-0.5pp | 82.4%-9.7pp |
| Annual return | 11.32% | 95.16%-83.8pp | 78.10%-66.8pp | 345.32%-334.0pp |
| Employer contribution / active EE | $678 | $3,139-78.4% | $2,854-76.2% | $4,762-85.8% |
| Participant deferral / active EE | $2,610 | $4,281-39.0% | $3,885-32.8% | $5,850-55.4% |
| Admin fee / account holder | $191 | $6,171-96.9% | $5,351-96.4% | $11,596-98.4% |