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 | $20,803 | $108,172-80.8% | $77,482-73.2% | $158,922-86.9% |
| Participation rate | 76.5% | 64.4%+12.0pp | 54.2%+22.3pp | 82.0%-5.5pp |
| Annual return | 15.79% | 31.67%-15.9pp | 54.79%-39.0pp | 302.83%-287.0pp |
| Employer contribution / active EE | $139 | $1,325-89.5% | $986-85.9% | $4,761-97.1% |
| Participant deferral / active EE | $561 | $2,456-77.2% | $1,861-69.9% | $5,982-90.6% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |