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 | $11,037 | $114,381-90.4% | $107,525-89.7% | $142,382-92.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.29% | 242.71%-227.4pp | 181.32%-166.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,416 | $4,015-64.7% | $3,754-62.3% | $4,299-67.1% |
| Participant deferral / active EE | $2,474 | $5,564-55.5% | $5,116-51.6% | $6,507-62.0% |
| Admin fee / account holder | $204 | $9,860-97.9% | $8,919-97.7% | $12,624-98.4% |