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 | $22,848 | $110,502-79.3% | $80,716-71.7% | $167,490-86.4% |
| Participation rate | 82.4% | 64.0%+18.4pp | 54.2%+28.2pp | 82.1%+0.2pp |
| Annual return | 13.31% | 120.54%-107.2pp | 87.28%-74.0pp | 478.56%-465.3pp |
| Employer contribution / active EE | $346 | $1,543-77.6% | $1,160-70.2% | $4,837-92.9% |
| Participant deferral / active EE | $1,620 | $2,871-43.6% | $2,146-24.5% | $6,341-74.5% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |