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 | $14,939 | $57,541-74.0% | $95,745-84.4% | $75,163-80.1% |
| Participation rate | 90.7% | 62.5%+28.2pp | 72.3%+18.4pp | 67.2%+23.5pp |
| Annual return | 19.28% | 34.93%-15.6pp | 28.35%-9.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,470 | $1,808-18.7% | $2,835-48.1% | $2,670-44.9% |
| Participant deferral / active EE | $3,394 | $3,074+10.4% | $4,245-20.0% | $4,125-17.7% |
| Admin fee / account holder | $229 | $4,099-94.4% | $5,678-96.0% | $5,651-95.9% |