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 | $16,419 | $91,190-82.0% | $178,490-90.8% | $79,858-79.4% |
| Participation rate | 75.6% | 69.2%+6.4pp | 81.9%-6.4pp | 69.6%+5.9pp |
| Annual return | 20.18% | 24.19%-4.0pp | 151.07%-130.9pp | 31.71%-11.5pp |
| Employer contribution / active EE | $885 | $3,256-72.8% | $5,011-82.3% | $2,471-64.2% |
| Participant deferral / active EE | $2,112 | $3,236-34.7% | $5,202-59.4% | $3,740-43.5% |
| Admin fee / account holder | $2 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |