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 4-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 | $14,468 | $104,974-86.2% | $95,585-84.9% | $142,382-89.8% |
| Participation rate | 78.6% | 75.0%+3.6pp | 72.1%+6.5pp | 80.1%-1.5pp |
| Annual return | 20.01% | 210.33%-190.3pp | 38.56%-18.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $319 | $2,779-88.5% | $2,527-87.4% | $4,299-92.6% |
| Participant deferral / active EE | $1,827 | $4,352-58.0% | $4,023-54.6% | $6,507-71.9% |
| Admin fee / account holder | $152 | $6,386-97.6% | $6,127-97.5% | $12,624-98.8% |