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 | $8,504 | $48,795-82.6% | $65,493-87.0% | $84,808-90.0% |
| Participation rate | 83.9% | 67.0%+16.9pp | 73.1%+10.8pp | 68.3%+15.6pp |
| Annual return | 12.99% | 20.20%-7.2pp | 982.45%-969.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,638 | $2,928-44.1% | $3,961-58.6% | $4,212-61.1% |
| Admin fee / account holder | $3 | $3,877-99.9% | $5,028-99.9% | $7,344-100.0% |