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 | $20,768 | $76,000-72.7% | $154,107-86.5% | $64,186-67.6% |
| Participation rate | 89.2% | 70.4%+18.8pp | 83.0%+6.2pp | 69.6%+19.6pp |
| Annual return | 9.97% | 30.32%-20.3pp | 735.12%-725.1pp | 7.63%+2.3pp |
| Employer contribution / active EE | $605 | $3,351-81.9% | $5,298-88.6% | $2,381-74.6% |
| Participant deferral / active EE | $1,391 | $3,175-56.2% | $5,081-72.6% | $3,470-59.9% |
| Admin fee / account holder | $149 | $5,596-97.3% | $13,411-98.9% | $4,888-96.9% |