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 | $18,641 | $77,419-75.9% | $69,455-73.2% | $152,861-87.8% |
| Participation rate | 90.9% | 78.1%+12.8pp | 74.6%+16.3pp | 82.4%+8.5pp |
| Annual return | 28.31% | 39.06%-10.8pp | 28.97%-0.7pp | 345.32%-317.0pp |
| Employer contribution / active EE | $2,052 | $3,315-38.1% | $2,779-26.2% | $4,762-56.9% |
| Participant deferral / active EE | $3,185 | $4,414-27.8% | $3,535-9.9% | $5,850-45.6% |
| Admin fee / account holder | $11 | $6,207-99.8% | $3,839-99.7% | $11,596-99.9% |