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 | $14,798 | $57,590-74.3% | $86,233-82.8% | $82,448-82.1% |
| Participation rate | 86.7% | 57.9%+28.8pp | 69.0%+17.6pp | 68.1%+18.6pp |
| Annual return | 15.97% | 22.41%-6.4pp | 61.39%-45.4pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,042 | $1,655-37.0% | $2,504-58.4% | $2,551-59.1% |
| Participant deferral / active EE | $2,875 | $3,080-6.7% | $4,559-36.9% | $4,139-30.6% |
| Admin fee / account holder | $177 | $4,730-96.3% | $8,342-97.9% | $7,234-97.6% |