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 | $19,282 | $107,015-82.0% | $73,545-73.8% | $147,584-86.9% |
| Participation rate | 75.0% | 66.4%+8.6pp | 54.9%+20.1pp | 82.8%-7.8pp |
| Annual return | 19.35% | 38.25%-18.9pp | -15.16%+34.5pp | 578.55%-559.2pp |
| Employer contribution / active EE | $704 | $1,760-60.0% | $1,219-42.3% | $4,876-85.6% |
| Participant deferral / active EE | $3,517 | $2,462+42.9% | $1,806+94.7% | $5,439-35.3% |
| Admin fee / account holder | $291 | $3,055-90.5% | $2,320-87.5% | $10,885-97.3% |