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 | $8,606 | $60,022-85.7% | $88,946-90.3% | $84,808-89.9% |
| Participation rate | 97.1% | 57.8%+39.2pp | 68.8%+28.2pp | 68.3%+28.7pp |
| Annual return | 17.70% | 22.43%-4.7pp | 57.82%-40.1pp | 40.90%-23.2pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,687 | $3,114-45.8% | $4,581-63.2% | $4,212-60.0% |
| Admin fee / account holder | $85 | $4,811-98.2% | $8,261-99.0% | $7,344-98.8% |