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 | $14,843 | $107,934-86.2% | $91,989-83.9% | $152,861-90.3% |
| Participation rate | 80.0% | 81.2%-1.2pp | 78.6%+1.4pp | 82.4%-2.4pp |
| Annual return | 33.80% | 89.24%-55.4pp | 69.02%-35.2pp | 345.32%-311.5pp |
| Employer contribution / active EE | $553 | $4,210-86.9% | $3,452-84.0% | $4,762-88.4% |
| Participant deferral / active EE | $8,203 | $6,364+28.9% | $5,923+38.5% | $5,850+40.2% |
| Admin fee / account holder | $217 | $10,520-97.9% | $7,743-97.2% | $11,596-98.1% |