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 | $19,512 | $53,127-63.3% | $86,590-77.5% | $70,131-72.2% |
| Participation rate | 70.4% | 65.3%+5.1pp | 73.5%-3.2pp | 69.5%+0.8pp |
| Annual return | 16.88% | 27.66%-10.8pp | 964.84%-948.0pp | 73.14%-56.3pp |
| Employer contribution / active EE | $975 | $2,068-52.8% | $2,839-65.6% | $2,342-58.4% |
| Participant deferral / active EE | $2,534 | $2,696-6.0% | $3,609-29.8% | $3,332-23.9% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |