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 | $20,109 | $81,632-75.4% | $70,449-71.5% | $158,922-87.3% |
| Participation rate | 94.4% | 77.7%+16.7pp | 75.1%+19.4pp | 82.0%+12.5pp |
| Annual return | 21.93% | 208.40%-186.5pp | 109.03%-87.1pp | 302.83%-280.9pp |
| Employer contribution / active EE | $878 | $3,217-72.7% | $2,737-67.9% | $4,761-81.6% |
| Participant deferral / active EE | $1,780 | $4,554-60.9% | $3,709-52.0% | $5,982-70.2% |
| Admin fee / account holder | $274 | $6,193-95.6% | $3,845-92.9% | $11,246-97.6% |