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 | $10,478 | $108,172-90.3% | $77,482-86.5% | $158,922-93.4% |
| Participation rate | 81.3% | 64.4%+16.8pp | 54.2%+27.1pp | 82.0%-0.7pp |
| Annual return | 18.29% | 31.67%-13.4pp | 54.79%-36.5pp | 302.83%-284.5pp |
| Employer contribution / active EE | $881 | $1,325-33.5% | $986-10.7% | $4,761-81.5% |
| Participant deferral / active EE | $1,486 | $2,456-39.5% | $1,861-20.2% | $5,982-75.2% |
| Admin fee / account holder | $10 | $3,708-99.7% | $2,858-99.6% | $11,246-99.9% |