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 | $23,914 | $113,339-78.9% | $94,993-74.8% | $147,584-83.8% |
| Participation rate | 81.8% | 78.0%+3.8pp | 73.9%+7.9pp | 82.8%-1.0pp |
| Annual return | 17.45% | 20.77%-3.3pp | 27.12%-9.7pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,313 | $3,160-58.5% | $2,603-49.6% | $4,876-73.1% |
| Participant deferral / active EE | $2,099 | $3,777-44.4% | $3,317-36.7% | $5,439-61.4% |
| Admin fee / account holder | $196 | $6,063-96.8% | $4,960-96.1% | $10,885-98.2% |