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 | $17,337 | $91,190-81.0% | $178,490-90.3% | $79,858-78.3% |
| Participation rate | 92.3% | 69.2%+23.1pp | 81.9%+10.4pp | 69.6%+22.7pp |
| Annual return | 14.69% | 24.19%-9.5pp | 151.07%-136.4pp | 31.71%-17.0pp |
| Employer contribution / active EE | $572 | $3,256-82.4% | $5,011-88.6% | $2,471-76.8% |
| Participant deferral / active EE | $1,238 | $3,236-61.7% | $5,202-76.2% | $3,740-66.9% |
| Admin fee / account holder | $20 | $6,751-99.7% | $13,984-99.9% | $5,306-99.6% |