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 | $9,989 | $46,553-78.5% | $64,056-84.4% | $75,163-86.7% |
| Participation rate | 75.9% | 65.9%+9.9pp | 72.3%+3.6pp | 67.2%+8.7pp |
| Annual return | 20.04% | 26.03%-6.0pp | 33.69%-13.6pp | 160.62%-140.6pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,203 | $2,837-57.6% | $3,880-69.0% | $4,125-70.8% |
| Admin fee / account holder | $256 | $2,952-91.3% | $3,068-91.7% | $5,651-95.5% |