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 | $12,884 | $49,227-73.8% | $70,449-81.7% | $79,858-83.9% |
| Participation rate | 81.2% | 69.2%+12.0pp | 75.1%+6.1pp | 69.6%+11.5pp |
| Annual return | 19.87% | 30.06%-10.2pp | 109.03%-89.2pp | 31.71%-11.8pp |
| Employer contribution / active EE | $1,165 | $2,099-44.5% | $2,737-57.4% | $2,471-52.8% |
| Participant deferral / active EE | $1,350 | $2,768-51.2% | $3,709-63.6% | $3,740-63.9% |
| Admin fee / account holder | $85 | $2,878-97.0% | $3,845-97.8% | $5,306-98.4% |