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 | $19,730 | $97,125-79.7% | $86,233-77.1% | $137,256-85.6% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.0%+7.9pp | 80.0%-3.0pp |
| Annual return | 18.21% | 74.19%-56.0pp | 61.39%-43.2pp | 220.34%-202.1pp |
| Employer contribution / active EE | $835 | $2,841-70.6% | $2,504-66.7% | $4,156-79.9% |
| Participant deferral / active EE | $1,350 | $5,180-73.9% | $4,559-70.4% | $6,407-78.9% |
| Admin fee / account holder | $3 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |