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 | $16,354 | $58,208-71.9% | $81,812-80.0% | $80,856-79.8% |
| Participation rate | 82.1% | 63.4%+18.7pp | 72.3%+9.8pp | 67.6%+14.5pp |
| Annual return | 17.51% | 41.66%-24.2pp | 773.79%-756.3pp | 35.59%-18.1pp |
| Employer contribution / active EE | $394 | $2,340-83.2% | $2,912-86.5% | $2,755-85.7% |
| Participant deferral / active EE | $1,338 | $3,281-59.2% | $4,319-69.0% | $4,296-68.8% |
| Admin fee / account holder | $190 | $4,981-96.2% | $7,386-97.4% | $6,918-97.3% |