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 | $14,873 | $96,484-84.6% | $75,886-80.4% | $152,861-90.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 27.12% | 33.98%-6.9pp | 30.76%-3.6pp | 345.32%-318.2pp |
| Employer contribution / active EE | $1,220 | $3,309-63.1% | $2,500-51.2% | $4,762-74.4% |
| Participant deferral / active EE | $2,510 | $4,553-44.9% | $3,603-30.3% | $5,850-57.1% |
| Admin fee / account holder | $26 | $8,078-99.7% | $5,418-99.5% | $11,596-99.8% |