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 | $23,634 | $81,632-71.0% | $70,449-66.5% | $158,922-85.1% |
| Participation rate | 83.3% | 77.7%+5.6pp | 75.1%+8.3pp | 82.0%+1.4pp |
| Annual return | 18.18% | 208.40%-190.2pp | 109.03%-90.9pp | 302.83%-284.6pp |
| Employer contribution / active EE | $707 | $3,217-78.0% | $2,737-74.2% | $4,761-85.2% |
| Participant deferral / active EE | $1,453 | $4,554-68.1% | $3,709-60.8% | $5,982-75.7% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |