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 | $23,528 | $81,233-71.0% | $155,567-84.9% | $80,874-70.9% |
| Participation rate | 97.7% | 66.2%+31.4pp | 78.2%+19.5pp | 67.6%+30.0pp |
| Annual return | 11.44% | 33.33%-21.9pp | 64.74%-53.3pp | 35.62%-24.2pp |
| Employer contribution / active EE | $490 | $3,101-84.2% | $4,674-89.5% | $2,756-82.2% |
| Participant deferral / active EE | $1,344 | $3,452-61.1% | $5,628-76.1% | $4,297-68.7% |
| Admin fee / account holder | $0 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |