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 | $13,369 | $101,069-86.8% | $81,478-83.6% | $147,584-90.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 18.22% | 32.40%-14.2pp | 38.78%-20.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $5,624 | $3,205+75.5% | $2,568+119.0% | $4,876+15.3% |
| Participant deferral / active EE | $1,745 | $4,242-58.9% | $3,537-50.6% | $5,439-67.9% |
| Admin fee / account holder | $133 | $5,812-97.7% | $4,561-97.1% | $10,885-98.8% |