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 | $9,144 | $108,172-91.5% | $77,482-88.2% | $158,922-94.2% |
| Participation rate | 84.2% | 64.4%+19.8pp | 54.2%+30.0pp | 82.0%+2.3pp |
| Annual return | 21.72% | 31.67%-10.0pp | 54.79%-33.1pp | 302.83%-281.1pp |
| Employer contribution / active EE | $591 | $1,325-55.4% | $986-40.1% | $4,761-87.6% |
| Participant deferral / active EE | $2,334 | $2,456-5.0% | $1,861+25.4% | $5,982-61.0% |
| Admin fee / account holder | $2 | $3,708-99.9% | $2,858-99.9% | $11,246-100.0% |