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 | $24,475 | $110,257-77.8% | $96,544-74.6% | $139,434-82.4% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 12.68% | 26.32%-13.6pp | 25.84%-13.2pp | 372.94%-360.3pp |
| Employer contribution / active EE | $2,139 | $3,620-40.9% | $2,965-27.9% | $4,751-55.0% |
| Participant deferral / active EE | $2,555 | $5,548-53.9% | $4,851-47.3% | $6,710-61.9% |
| Admin fee / account holder | $82 | $11,591-99.3% | $8,252-99.0% | $11,403-99.3% |