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 | $20,775 | $100,773-79.4% | $88,946-76.6% | $142,382-85.4% |
| Participation rate | 70.0% | 74.3%-4.3pp | 68.8%+1.2pp | 80.1%-10.1pp |
| Annual return | 18.34% | 70.18%-51.8pp | 57.82%-39.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $564 | $2,918-80.7% | $2,555-77.9% | $4,299-86.9% |
| Participant deferral / active EE | $1,849 | $5,230-64.6% | $4,581-59.6% | $6,507-71.6% |
| Admin fee / account holder | $230 | $9,693-97.6% | $8,261-97.2% | $12,624-98.2% |