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 | $19,582 | $81,632-76.0% | $70,449-72.2% | $158,922-87.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.03% | 208.40%-198.4pp | 109.03%-99.0pp | 302.83%-292.8pp |
| Employer contribution / active EE | $1,208 | $3,217-62.4% | $2,737-55.8% | $4,761-74.6% |
| Participant deferral / active EE | $3,256 | $4,554-28.5% | $3,709-12.2% | $5,982-45.6% |
| Admin fee / account holder | $149 | $6,193-97.6% | $3,845-96.1% | $11,246-98.7% |