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 | $11,048 | $56,114-80.3% | $96,139-88.5% | $85,850-87.1% |
| Participation rate | 88.6% | 56.7%+31.9pp | 68.4%+20.1pp | 69.3%+19.3pp |
| Annual return | 14.11% | 42.30%-28.2pp | 191.94%-177.8pp | 318.53%-304.4pp |
| Employer contribution / active EE | $987 | $1,620-39.0% | $2,797-64.7% | $2,565-61.5% |
| Participant deferral / active EE | $1,051 | $2,859-63.3% | $4,349-75.8% | $3,952-73.4% |
| Admin fee / account holder | $291 | $3,768-92.3% | $5,537-94.7% | $6,260-95.3% |