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 | $46,909 | $70,606-33.6% | $53,898-13.0% | $142,382-67.1% |
| Participation rate | 84.2% | 63.7%+20.5pp | 55.0%+29.2pp | 80.1%+4.1pp |
| Annual return | 20.97% | 619.81%-598.8pp | 528.60%-507.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $402 | $1,202-66.5% | $932-56.9% | $4,299-90.6% |
| Participant deferral / active EE | $1,645 | $2,364-30.4% | $1,826-9.9% | $6,507-74.7% |
| Admin fee / account holder | $191 | $2,852-93.3% | $2,491-92.3% | $12,624-98.5% |