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 | $24,224 | $84,233-71.2% | $170,442-85.8% | $70,131-65.5% |
| Participation rate | 72.4% | 70.8%+1.6pp | 83.6%-11.2pp | 69.5%+2.9pp |
| Annual return | 15.63% | 23.06%-7.4pp | 205.93%-190.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $916 | $3,387-72.9% | $5,433-83.1% | $2,342-60.9% |
| Participant deferral / active EE | $2,102 | $3,086-31.9% | $4,939-57.4% | $3,332-36.9% |
| Admin fee / account holder | $291 | $5,698-94.9% | $13,880-97.9% | $4,645-93.7% |