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 | $56,232 | $118,849-52.7% | $96,562-41.8% | $167,490-66.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.01% | 50.49%-38.5pp | 37.78%-25.8pp | 478.56%-466.5pp |
| Employer contribution / active EE | $714 | $3,120-77.1% | $2,356-69.7% | $4,837-85.2% |
| Participant deferral / active EE | $1,290 | $4,616-72.1% | $3,849-66.5% | $6,341-79.7% |
| Admin fee / account holder | $58 | $8,065-99.3% | $6,181-99.1% | $12,309-99.5% |