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 | $18,990 | $105,859-82.1% | $90,160-78.9% | $147,584-87.1% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 58.70% | 37.63%+21.1pp | 34.88%+23.8pp | 578.55%-519.8pp |
| Employer contribution / active EE | $832 | $4,126-79.8% | $3,318-74.9% | $4,876-82.9% |
| Participant deferral / active EE | $1,967 | $5,733-65.7% | $5,288-62.8% | $5,439-63.8% |
| Admin fee / account holder | $197 | $8,046-97.5% | $5,943-96.7% | $10,885-98.2% |