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 | $21,927 | $108,172-79.7% | $77,482-71.7% | $158,922-86.2% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 19.76% | 31.67%-11.9pp | 54.79%-35.0pp | 302.83%-283.1pp |
| Employer contribution / active EE | $5,000 | $1,325+277.4% | $986+406.9% | $4,761+5.0% |
| Participant deferral / active EE | $943 | $2,456-61.6% | $1,861-49.3% | $5,982-84.2% |
| Admin fee / account holder | $142 | $3,708-96.2% | $2,858-95.0% | $11,246-98.7% |