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 | $20,684 | $101,069-79.5% | $81,478-74.6% | $147,584-86.0% |
| Participation rate | 92.9% | 74.5%+18.4pp | 68.0%+24.9pp | 82.8%+10.0pp |
| Annual return | 17.69% | 32.40%-14.7pp | 38.78%-21.1pp | 578.55%-560.9pp |
| Employer contribution / active EE | $1,174 | $3,205-63.4% | $2,568-54.3% | $4,876-75.9% |
| Participant deferral / active EE | $2,105 | $4,242-50.4% | $3,537-40.5% | $5,439-61.3% |
| Admin fee / account holder | $11 | $5,812-99.8% | $4,561-99.8% | $10,885-99.9% |