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 | $21,001 | $112,881-81.4% | $90,951-76.9% | $158,922-86.8% |
| Participation rate | 93.3% | 74.7%+18.6pp | 69.0%+24.3pp | 82.0%+11.4pp |
| Annual return | 7.63% | 215.79%-208.2pp | 134.60%-127.0pp | 302.83%-295.2pp |
| Employer contribution / active EE | $1,622 | $2,893-43.9% | $2,122-23.5% | $4,761-65.9% |
| Participant deferral / active EE | $4,912 | $4,128+19.0% | $3,373+45.6% | $5,982-17.9% |
| Admin fee / account holder | $13 | $8,041-99.8% | $5,959-99.8% | $11,246-99.9% |