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 | $11,573 | $102,966-88.8% | $90,281-87.2% | $152,861-92.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.92% | 95.16%-71.2pp | 78.10%-54.2pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,181 | $3,139-62.4% | $2,854-58.6% | $4,762-75.2% |
| Participant deferral / active EE | $1,390 | $4,281-67.5% | $3,885-64.2% | $5,850-76.2% |
| Admin fee / account holder | $168 | $6,171-97.3% | $5,351-96.9% | $11,596-98.5% |