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 | $11,441 | $103,949-89.0% | $69,182-83.5% | $273,961-95.8% |
| Participation rate | 75.0% | 67.4%+7.6pp | 55.1%+19.9pp | 83.0%-8.0pp |
| Annual return | 28.66% | 35.28%-6.6pp | -21.93%+50.6pp | 41.45%-12.8pp |
| Employer contribution / active EE | $1,703 | $1,783-4.5% | $1,206+41.2% | $4,869-65.0% |
| Participant deferral / active EE | $5,426 | $2,716+99.8% | $1,897+186.1% | $5,287+2.6% |
| Admin fee / account holder | $97 | $3,671-97.4% | $2,697-96.4% | $10,132-99.0% |