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 | $22,018 | $81,632-73.0% | $70,449-68.7% | $158,922-86.1% |
| Participation rate | 87.5% | 77.7%+9.8pp | 75.1%+12.4pp | 82.0%+5.5pp |
| Annual return | 18.32% | 208.40%-190.1pp | 109.03%-90.7pp | 302.83%-284.5pp |
| Employer contribution / active EE | $1,846 | $3,217-42.6% | $2,737-32.5% | $4,761-61.2% |
| Participant deferral / active EE | $4,053 | $4,554-11.0% | $3,709+9.3% | $5,982-32.3% |
| Admin fee / account holder | $26 | $6,193-99.6% | $3,845-99.3% | $11,246-99.8% |