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 | $13,984 | $81,632-82.9% | $70,449-80.2% | $158,922-91.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 16.59% | 208.40%-191.8pp | 109.03%-92.4pp | 302.83%-286.2pp |
| Employer contribution / active EE | $450 | $3,217-86.0% | $2,737-83.6% | $4,761-90.6% |
| Participant deferral / active EE | $1,641 | $4,554-64.0% | $3,709-55.8% | $5,982-72.6% |
| Admin fee / account holder | $66 | $6,193-98.9% | $3,845-98.3% | $11,246-99.4% |