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 | $30,584 | $96,635-68.4% | $86,612-64.7% | $139,434-78.1% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 22.53% | 106.41%-83.9pp | 591.07%-568.5pp | 372.94%-350.4pp |
| Employer contribution / active EE | $1,731 | $3,263-47.0% | $3,022-42.7% | $4,751-63.6% |
| Participant deferral / active EE | $2,869 | $4,836-40.7% | $4,438-35.3% | $6,710-57.2% |
| Admin fee / account holder | $9 | $6,408-99.9% | $5,614-99.8% | $11,403-99.9% |