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 | $17,501 | $54,705-68.0% | $71,209-75.4% | $84,808-79.4% |
| Participation rate | 75.0% | 64.1%+10.9pp | 73.8%+1.2pp | 68.3%+6.7pp |
| Annual return | 17.04% | 35.90%-18.9pp | 282.51%-265.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $798 | $2,158-63.0% | $2,721-70.7% | $2,631-69.7% |
| Participant deferral / active EE | $1,626 | $3,030-46.4% | $4,175-61.1% | $4,212-61.4% |
| Admin fee / account holder | $7 | $4,863-99.9% | $5,349-99.9% | $7,344-99.9% |