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 | $23,778 | $69,515-65.8% | $86,874-72.6% | $85,850-72.3% |
| Participation rate | 90.0% | 66.3%+23.7pp | 71.6%+18.4pp | 69.3%+20.7pp |
| Annual return | 16.52% | 20.12%-3.6pp | 63.52%-47.0pp | 318.53%-302.0pp |
| Employer contribution / active EE | $832 | $1,880-55.7% | $2,495-66.6% | $2,565-67.6% |
| Participant deferral / active EE | $1,678 | $2,919-42.5% | $3,699-54.6% | $3,952-57.5% |
| Admin fee / account holder | $131 | $5,972-97.8% | $5,828-97.8% | $6,260-97.9% |