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 | $12,416 | $48,230-74.3% | $67,502-81.6% | $80,856-84.6% |
| Participation rate | 85.0% | 66.4%+18.6pp | 72.9%+12.1pp | 67.6%+17.4pp |
| Annual return | 17.69% | 18.28%-0.6pp | 3512.12%-3494.4pp | 35.59%-17.9pp |
| Employer contribution / active EE | $1,861 | $2,020-7.8% | $2,731-31.8% | $2,755-32.4% |
| Participant deferral / active EE | $2,137 | $2,924-26.9% | $4,000-46.6% | $4,296-50.3% |
| Admin fee / account holder | $85 | $3,681-97.7% | $3,998-97.9% | $6,918-98.8% |