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 | $10,871 | $61,774-82.4% | $97,226-88.8% | $80,856-86.6% |
| Participation rate | 81.3% | 63.5%+17.7pp | 72.7%+8.6pp | 67.6%+13.6pp |
| Annual return | 13.77% | -557.90%+571.7pp | 75.13%-61.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,005 | $1,837-45.3% | $2,729-63.2% | $2,755-63.5% |
| Participant deferral / active EE | $2,207 | $3,029-27.1% | $4,264-48.2% | $4,296-48.6% |
| Admin fee / account holder | $286 | $5,166-94.5% | $5,654-94.9% | $6,918-95.9% |