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 | $22,857 | $99,020-76.9% | $86,590-73.6% | $147,584-84.5% |
| Participation rate | 72.2% | 76.3%-4.1pp | 73.5%-1.3pp | 82.8%-10.6pp |
| Annual return | 12.43% | 1312.34%-1299.9pp | 964.84%-952.4pp | 578.55%-566.1pp |
| Employer contribution / active EE | $277 | $3,132-91.2% | $2,839-90.2% | $4,876-94.3% |
| Participant deferral / active EE | $1,464 | $3,972-63.2% | $3,609-59.4% | $5,439-73.1% |
| Admin fee / account holder | $92 | $5,710-98.4% | $4,906-98.1% | $10,885-99.2% |