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 | $16,417 | $107,015-84.7% | $73,545-77.7% | $147,584-88.9% |
| Participation rate | 90.0% | 66.4%+23.6pp | 54.9%+35.1pp | 82.8%+7.2pp |
| Annual return | 20.77% | 38.25%-17.5pp | -15.16%+35.9pp | 578.55%-557.8pp |
| Employer contribution / active EE | $194 | $1,760-89.0% | $1,219-84.1% | $4,876-96.0% |
| Participant deferral / active EE | $1,936 | $2,462-21.3% | $1,806+7.2% | $5,439-64.4% |
| Admin fee / account holder | $1 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |