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 | $18,395 | $105,931-82.6% | $81,930-77.5% | $158,922-88.4% |
| Participation rate | 76.9% | 75.6%+1.3pp | 72.0%+4.9pp | 82.0%-5.0pp |
| Annual return | 17.34% | 38.17%-20.8pp | 29.49%-12.1pp | 302.83%-285.5pp |
| Employer contribution / active EE | $1,546 | $7,800-80.2% | $4,310-64.1% | $4,761-67.5% |
| Participant deferral / active EE | $2,484 | $13,003-80.9% | $7,107-65.1% | $5,982-58.5% |
| Admin fee / account holder | $134 | $8,489-98.4% | $5,158-97.4% | $11,246-98.8% |