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 | $20,613 | $176,377-88.3% | $134,143-84.6% | $158,922-87.0% |
| Participation rate | 70.6% | 78.7%-8.1pp | 72.2%-1.6pp | 82.0%-11.4pp |
| Annual return | 17.15% | 63.63%-46.5pp | 36.33%-19.2pp | 302.83%-285.7pp |
| Employer contribution / active EE | $844 | $5,040-83.2% | $3,704-77.2% | $4,761-82.3% |
| Participant deferral / active EE | $2,203 | $4,091-46.2% | $3,499-37.0% | $5,982-63.2% |
| Admin fee / account holder | $115 | $8,718-98.7% | $6,684-98.3% | $11,246-99.0% |