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 | $22,435 | $118,849-81.1% | $96,562-76.8% | $167,490-86.6% |
| Participation rate | 71.4% | 75.5%-4.0pp | 69.8%+1.6pp | 82.1%-10.7pp |
| Annual return | 20.33% | 50.49%-30.2pp | 37.78%-17.4pp | 478.56%-458.2pp |
| Employer contribution / active EE | $552 | $3,120-82.3% | $2,356-76.6% | $4,837-88.6% |
| Participant deferral / active EE | $3,101 | $4,616-32.8% | $3,849-19.4% | $6,341-51.1% |
| Admin fee / account holder | $234 | $8,065-97.1% | $6,181-96.2% | $12,309-98.1% |