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 | $12,332 | $102,966-88.0% | $90,281-86.3% | $152,861-91.9% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 21.13% | 95.16%-74.0pp | 78.10%-57.0pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,444 | $3,139-54.0% | $2,854-49.4% | $4,762-69.7% |
| Participant deferral / active EE | $1,016 | $4,281-76.3% | $3,885-73.9% | $5,850-82.6% |
| Admin fee / account holder | $188 | $6,171-97.0% | $5,351-96.5% | $11,596-98.4% |