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 | $97,125-78.6% | $86,233-75.9% | $137,256-84.9% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.0%+1.0pp | 80.0%-10.0pp |
| Annual return | 18.34% | 74.19%-55.8pp | 61.39%-43.0pp | 220.34%-202.0pp |
| Employer contribution / active EE | $564 | $2,841-80.2% | $2,504-77.5% | $4,156-86.4% |
| Participant deferral / active EE | $1,849 | $5,180-64.3% | $4,559-59.4% | $6,407-71.1% |
| Admin fee / account holder | $230 | $9,725-97.6% | $8,342-97.2% | $12,270-98.1% |