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 | $7,971 | $96,305-91.7% | $80,569-90.1% | $139,434-94.3% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 16.75% | 1350.08%-1333.3pp | 935.43%-918.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,332 | $3,262-59.2% | $2,723-51.1% | $4,751-72.0% |
| Participant deferral / active EE | $1,508 | $5,232-71.2% | $4,447-66.1% | $6,710-77.5% |
| Admin fee / account holder | $111 | $6,599-98.3% | $5,377-97.9% | $11,403-99.0% |