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 | $12,464 | $96,635-87.1% | $86,612-85.6% | $139,434-91.1% |
| Participation rate | 78.6% | 74.4%+4.2pp | 71.7%+6.9pp | 80.3%-1.7pp |
| Annual return | 14.90% | 106.41%-91.5pp | 591.07%-576.2pp | 372.94%-358.0pp |
| Employer contribution / active EE | $854 | $3,263-73.8% | $3,022-71.8% | $4,751-82.0% |
| Participant deferral / active EE | $1,405 | $4,836-71.0% | $4,438-68.3% | $6,710-79.1% |
| Admin fee / account holder | $90 | $6,408-98.6% | $5,614-98.4% | $11,403-99.2% |