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 | $12,419 | $99,877-87.6% | $84,966-85.4% | $145,922-91.5% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 17.11% | 83.76%-66.7pp | 66.38%-49.3pp | 561.29%-544.2pp |
| Employer contribution / active EE | $1,162 | $3,231-64.0% | $2,727-57.4% | $4,660-75.1% |
| Participant deferral / active EE | $1,777 | $5,291-66.4% | $4,519-60.7% | $6,688-73.4% |
| Admin fee / account holder | $299 | $7,248-95.9% | $6,149-95.1% | $13,397-97.8% |