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 | $28,779 | $70,428-59.1% | $96,562-70.2% | $85,850-66.5% |
| Participation rate | 92.2% | 61.8%+30.4pp | 69.8%+22.4pp | 69.3%+22.9pp |
| Annual return | 15.52% | 18.59%-3.1pp | 37.78%-22.3pp | 318.53%-303.0pp |
| Employer contribution / active EE | $567 | $1,413-59.9% | $2,356-76.0% | $2,565-77.9% |
| Participant deferral / active EE | $2,505 | $2,894-13.4% | $3,849-34.9% | $3,952-36.6% |
| Admin fee / account holder | $288 | $4,997-94.2% | $6,181-95.3% | $6,260-95.4% |