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 | $22,698 | $74,888-69.7% | $71,209-68.1% | $142,382-84.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.86% | 345.14%-327.3pp | 282.51%-264.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $661 | $2,854-76.8% | $2,721-75.7% | $4,299-84.6% |
| Participant deferral / active EE | $1,819 | $4,454-59.2% | $4,175-56.4% | $6,507-72.1% |
| Admin fee / account holder | $209 | $5,568-96.2% | $5,349-96.1% | $12,624-98.3% |