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 | $22,895 | $117,983-80.6% | $101,794-77.5% | $142,382-83.9% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 16.61% | 36.92%-20.3pp | 30.53%-13.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $586 | $2,773-78.9% | $2,289-74.4% | $4,299-86.4% |
| Participant deferral / active EE | $2,495 | $4,714-47.1% | $4,084-38.9% | $6,507-61.7% |
| Admin fee / account holder | $87 | $10,433-99.2% | $8,777-99.0% | $12,624-99.3% |