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 | $17,719 | $118,849-85.1% | $96,562-81.6% | $167,490-89.4% |
| Participation rate | 95.2% | 75.5%+19.8pp | 69.8%+25.4pp | 82.1%+13.1pp |
| Annual return | 12.29% | 50.49%-38.2pp | 37.78%-25.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $563 | $3,120-82.0% | $2,356-76.1% | $4,837-88.4% |
| Participant deferral / active EE | $1,342 | $4,616-70.9% | $3,849-65.1% | $6,341-78.8% |
| Admin fee / account holder | $299 | $8,065-96.3% | $6,181-95.2% | $12,309-97.6% |