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 | $18,579 | $108,172-82.8% | $77,482-76.0% | $158,922-88.3% |
| Participation rate | 71.4% | 64.4%+7.0pp | 54.2%+17.2pp | 82.0%-10.5pp |
| Annual return | 20.82% | 31.67%-10.9pp | 54.79%-34.0pp | 302.83%-282.0pp |
| Employer contribution / active EE | $237 | $1,325-82.1% | $986-76.0% | $4,761-95.0% |
| Participant deferral / active EE | $1,849 | $2,456-24.7% | $1,861-0.6% | $5,982-69.1% |
| Admin fee / account holder | $25 | $3,708-99.3% | $2,858-99.1% | $11,246-99.8% |