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 | $112,729-79.7% | $98,716-76.8% | $137,256-83.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 16.61% | 38.48%-21.9pp | 31.81%-15.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $586 | $2,725-78.5% | $2,279-74.3% | $4,156-85.9% |
| Participant deferral / active EE | $2,495 | $4,640-46.2% | $4,048-38.4% | $6,407-61.1% |
| Admin fee / account holder | $87 | $10,129-99.1% | $8,703-99.0% | $12,270-99.3% |