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 | $19,522 | $112,729-82.7% | $98,716-80.2% | $137,256-85.8% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.3%+19.6pp | 80.0%+8.9pp |
| Annual return | 12.49% | 38.48%-26.0pp | 31.81%-19.3pp | 220.34%-207.8pp |
| Employer contribution / active EE | $2,778 | $2,725+1.9% | $2,279+21.9% | $4,156-33.2% |
| Participant deferral / active EE | $1,762 | $4,640-62.0% | $4,048-56.5% | $6,407-72.5% |
| Admin fee / account holder | $82 | $10,129-99.2% | $8,703-99.1% | $12,270-99.3% |