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 | $18,403 | $105,859-82.6% | $90,160-79.6% | $147,584-87.5% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 14.96% | 37.63%-22.7pp | 34.88%-19.9pp | 578.55%-563.6pp |
| Employer contribution / active EE | $670 | $4,126-83.8% | $3,318-79.8% | $4,876-86.3% |
| Participant deferral / active EE | $2,881 | $5,733-49.7% | $5,288-45.5% | $5,439-47.0% |
| Admin fee / account holder | $50 | $8,046-99.4% | $5,943-99.2% | $10,885-99.5% |